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Travelers Companies shares owned by Mattern Wealth Management

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

Historical chart of Mattern Wealth Management investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Mattern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 649 330.12

More positions owned by Mattern Wealth Management

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Cr Etf (DGCB)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Internatnal Val (DFIV)
Caterpillar (CAT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Mattern Wealth Management

Top funds holding Travelers Companies

BlackRock
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
Bank of America Corporation
Northern Trust
ClearBridge Advisors
Curated Wealth Partners
Ubs Global Asset Management Americas
AQR Capital Management
UBS Group

View all funds holding Travelers Companies