Milestone Asset Management Group »

Travelers Companies shares owned by Milestone Asset Management Group

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Milestone Asset Management Group from 13F filings

Historical chart of Milestone Asset Management Group investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Milestone Asset Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Travelers Companies by Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 834 279.08
2025-06-30 $222k 830 267.63
2025-03-31 $219k 827 264.41
2024-12-31 $257k 1.1k 240.79

More positions owned by Milestone Asset Management Group

Galaxy Digital Cl A (GLXY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Microsoft Corporation (MSFT)
Raytheon Technologies Corp (RTX)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Milestone Asset Management 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