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Travelers Companies shares owned by Milestones Private Investment Advisors

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Milestones Private Investment Advisors from 13F filings

Historical chart of Milestones Private Investment Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Milestones Private Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Milestones Private Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $418k 1.4k 290.06
2025-09-30 $402k 1.4k 279.22

More positions owned by Milestones Private Investment Advisors

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Etf Trust Semiconductr Etf (SMH)
First Tr Exchange Traded Utilities Alph (FXU)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Usa Quality (GARP)
Select Sector Spdr Tr State Street Tec (XLK)
Select Sector Spdr Tr State Street Con (XLY)
Apple (AAPL)
First Tr Exchange Traded Consumr Staple (FXG)
Select Sector Spdr Tr State Street Hea (XLV)
Select Sector Spdr Tr State Street Ene (XLE)
World Gold Tr Spdr Gld Minis (GLDM)
First Tr Exchange-traded SHS (FDL)
Microsoft Corporation (MSFT)

View all positions for Milestones Private Investment Advisors

Top funds holding Travelers Companies

Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Dimensional Fund Advisors
ClearBridge Advisors
Northern Trust
Ubs Global Asset Management Americas
AQR Capital Management
UBS Group
Goldman Sachs Group
Legal & General Group

View all funds holding Travelers Companies