Travelers Companies shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.0M | 12k | 330.12 |
| 2026-03-31 | $1.1M | 3.8k | 291.65 |
| 2025-12-31 | $1.1M | 3.9k | 290.09 |
| 2025-09-30 | $1.1M | 3.8k | 279.24 |
| 2025-06-30 | $855k | 3.2k | 267.51 |
| 2025-03-31 | $862k | 3.3k | 264.47 |
| 2024-12-31 | $815k | 3.4k | 240.88 |
| 2024-09-30 | $1.0M | 4.5k | 234.12 |
| 2024-06-30 | $900k | 4.4k | 203.35 |
| 2024-03-31 | $1.0M | 4.4k | 230.20 |
| 2023-12-31 | $804k | 4.2k | 190.50 |
| 2023-09-30 | $703k | 4.3k | 163.30 |
| 2023-06-30 | $723k | 4.2k | 173.67 |
| 2023-03-31 | $722k | 4.2k | 171.39 |
| 2022-12-31 | $791k | 4.2k | 187.47 |
| 2022-09-30 | $694k | 4.5k | 153.10 |
| 2022-06-30 | $750k | 4.4k | 169.19 |
| 2022-03-31 | $784k | 4.3k | 182.54 |
| 2021-12-31 | $693k | 4.4k | 156.54 |
| 2021-09-30 | $665k | 4.4k | 151.93 |
| 2021-06-30 | $1.1M | 7.2k | 149.65 |
| 2021-03-31 | $1.2M | 7.9k | 150.35 |
| 2020-12-31 | $1.0M | 7.4k | 140.36 |
| 2020-09-30 | $918k | 8.5k | 108.24 |
| 2020-06-30 | $628k | 5.5k | 114.08 |
| 2020-03-31 | $600k | 6.0k | 99.29 |
| 2019-12-31 | $818k | 6.0k | 137.00 |
| 2019-09-30 | $900k | 6.1k | 148.61 |
| 2019-06-30 | $893k | 6.0k | 149.58 |
| 2019-03-31 | $807k | 5.9k | 137.13 |
| 2018-12-31 | $616k | 5.1k | 119.73 |
| 2018-09-30 | $719k | 5.5k | 129.78 |
| 2018-06-30 | $647k | 5.3k | 122.31 |
| 2018-03-31 | $711k | 5.1k | 138.87 |
| 2017-12-31 | $728k | 5.4k | 135.57 |
| 2017-09-30 | $586k | 4.8k | 122.52 |
| 2017-06-30 | $605k | 4.8k | 126.49 |
| 2017-03-31 | $577k | 4.8k | 120.64 |
| 2016-12-31 | $586k | 4.8k | 122.52 |
| 2016-09-30 | $531k | 4.6k | 114.61 |
| 2016-06-30 | $552k | 4.6k | 119.15 |
| 2016-03-31 | $551k | 4.7k | 116.66 |
| 2015-12-31 | $511k | 4.5k | 112.78 |
| 2015-09-30 | $468k | 4.7k | 99.51 |
| 2015-06-30 | $519k | 4.8k | 108.06 |