Travelers Companies shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $535k | 2.3k | 234.14 |
2024-03-31 | $620k | 2.7k | 230.15 |
2023-12-31 | $480k | 2.5k | 190.53 |
2023-09-30 | $403k | 2.5k | 163.31 |
2023-06-30 | $445k | 2.6k | 173.66 |
2023-03-31 | $442k | 2.6k | 171.41 |
2022-12-31 | $809k | 4.3k | 187.49 |
2022-09-30 | $1.0M | 5.6k | 184.43 |
2022-06-30 | $1.0M | 6.1k | 169.12 |
2022-03-31 | $1.1M | 5.9k | 182.81 |
2021-12-31 | $1.7M | 11k | 156.45 |