Travelers Companies shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Travelers Companies by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24k | 86 | 279.22 |
| 2025-06-30 | $23k | 86 | 267.53 |
| 2025-03-31 | $23k | 86 | 264.47 |
| 2024-12-31 | $21k | 86 | 240.90 |
| 2024-09-30 | $16k | 67 | 234.12 |
| 2024-06-30 | $14k | 67 | 203.34 |
| 2024-03-31 | $15k | 67 | 230.13 |
| 2023-12-31 | $13k | 67 | 190.49 |
| 2023-09-30 | $11k | 67 | 163.31 |
| 2023-06-30 | $11k | 67 | 167.88 |
| 2023-03-31 | $202k | 1.1k | 181.14 |
| 2022-12-31 | $131k | 857 | 152.86 |
| 2022-09-30 | $131k | 857 | 152.86 |
| 2022-06-30 | $147k | 872 | 168.58 |
| 2022-03-31 | $159k | 872 | 182.34 |
| 2021-12-31 | $134k | 857 | 156.36 |
| 2021-09-30 | $130k | 857 | 151.69 |
| 2021-03-31 | $129k | 857 | 150.53 |
| 2019-06-30 | $28k | 186 | 150.54 |
| 2019-03-31 | $26k | 186 | 139.78 |
| 2018-12-31 | $37k | 306 | 120.92 |
| 2018-09-30 | $40k | 306 | 130.72 |
| 2018-06-30 | $37k | 306 | 120.92 |
| 2018-03-31 | $42k | 306 | 137.25 |
| 2017-12-31 | $45k | 306 | 147.06 |
| 2017-09-30 | $23k | 186 | 123.66 |
| 2017-06-30 | $35k | 276 | 126.81 |
| 2017-03-31 | $33k | 270 | 122.22 |
| 2016-12-31 | $33k | 270 | 122.22 |