Travelers Companies shares owned by Mowery & Schoenfeld Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Mowery & Schoenfeld Wealth Management
from 13F filings
Historical chart of Mowery & Schoenfeld Wealth Management investment in Travelers Companies
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All positions including Travelers Companies held by Mowery & Schoenfeld Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Travelers Companies by Mowery & Schoenfeld Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $221k | 790 | 279.22 |
| 2025-06-30 | $211k | 790 | 267.54 |
| 2025-03-31 | $209k | 790 | 264.46 |
| 2024-12-31 | $194k | 806 | 240.89 |
| 2024-09-30 | $161k | 687 | 234.12 |
| 2024-06-30 | $140k | 687 | 203.34 |
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