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Travelers Companies shares owned by Maimon Wealth Management

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Maimon Wealth Management from 13F filings

Historical chart of Maimon Wealth Management investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Maimon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Maimon Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $214k 734 291.82
2025-12-31 $213k 734 290.06

More positions owned by Maimon Wealth Management

Ishares U S Etf Tr Short Duration B (NEAR)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Ultra Short Dur (ICSH)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Stryker Corporation (SYK)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Maimon Wealth Management

Top funds holding Travelers Companies

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Massachusetts Financial Services
Dimensional Fund Advisors
Northern Trust
ClearBridge Advisors
Ubs Global Asset Management Americas
UBS Group
Invesco
Legal & General Group
AQR Capital Management
First Trust Advisors

View all funds holding Travelers Companies