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Travelers Companies shares owned by Lodestar Private Asset Management

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Lodestar Private Asset Management from 13F filings

Historical chart of Lodestar Private Asset Management investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Lodestar Private Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Lodestar Private Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $206k 855 240.89
2024-09-30 $206k 880 234.12
2024-03-31 $213k 925 230.14
2022-12-31 $206k 1.1k 187.49

More positions owned by Lodestar Private Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Lodestar Private Asset Management

Top funds holding Travelers Companies

Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
ClearBridge Advisors
T. Rowe Price Associates
Dimensional Fund Advisors
Northern Trust
Ubs Global Asset Management Americas
Legal & General Group
Bank of New York Mellon
UBS Group

View all funds holding Travelers Companies