Travelers Companies shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Travelers Companies by Mount Yale Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $645k | 3.9k | 163.32 |
2023-06-30 | $702k | 4.0k | 173.66 |
2023-03-31 | $682k | 4.0k | 171.41 |
2022-12-31 | $1.2M | 6.3k | 187.49 |
2022-09-30 | $577k | 3.8k | 153.17 |
2022-06-30 | $265k | 1.6k | 169.44 |
2022-03-31 | $290k | 1.6k | 182.85 |
2021-12-31 | $245k | 1.6k | 156.65 |
2021-09-30 | $238k | 1.6k | 152.17 |
More positions owned by Mount Yale Investment Advisors
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