Travelers Companies shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Travelers Companies by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $342k | 1.2k | 291.68 |
| 2025-12-31 | $380k | 1.3k | 290.15 |
| 2025-09-30 | $366k | 1.3k | 279.29 |
| 2025-06-30 | $351k | 1.3k | 267.59 |
| 2025-03-31 | $347k | 1.3k | 264.50 |
| 2024-12-31 | $347k | 1.3k | 264.50 |