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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
2025-09-30 $203k 727 279.22
2025-06-30 $204k 762 267.54
2025-03-31 $206k 777 264.46
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)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lodestar Private Asset Management

Top funds holding Travelers Companies

BlackRock
Vanguard Group
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
ClearBridge Advisors
Northern Trust
Ubs Global Asset Management Americas
AQR Capital Management
Goldman Sachs Group
UBS Group

View all funds holding Travelers Companies