Travelers Companies shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Travelers Companies
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All positions including Travelers Companies held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Travelers Companies by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $323k | 1.2k | 279.22 |
| 2025-06-30 | $309k | 1.2k | 267.54 |