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Travelers Companies shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Measured Wealth Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $650k 2.3k 279.22
2025-06-30 $713k 2.7k 267.54
2025-03-31 $551k 2.1k 264.46
2024-12-31 $343k 1.4k 240.89
2018-09-30 $44k 337 130.56

More positions owned by Measured Wealth Private Client Group

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Technology (XLK)
United Parcel Service CL B (UPS)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Communication (XLC)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Measured Wealth Private Client Group

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