Travelers Companies shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $359k | 1.3k | 279.22 |
| 2025-06-30 | $344k | 1.3k | 267.54 |
| 2025-03-31 | $340k | 1.3k | 264.46 |
| 2024-12-31 | $310k | 1.3k | 240.89 |
| 2024-09-30 | $301k | 1.3k | 234.12 |
| 2024-06-30 | $262k | 1.3k | 203.34 |
| 2024-03-31 | $296k | 1.3k | 230.14 |
| 2023-12-31 | $245k | 1.3k | 190.49 |
| 2023-09-30 | $210k | 1.3k | 163.31 |
| 2023-06-30 | $223k | 1.3k | 173.66 |
| 2023-03-31 | $220k | 1.3k | 171.41 |
| 2022-12-31 | $241k | 1.3k | 187.49 |
| 2022-06-30 | $222k | 1.3k | 168.95 |