Travelers Companies shares owned by New Wave Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by New Wave Wealth Advisors
from 13F filings
Historical chart of New Wave Wealth Advisors investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by New Wave Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 891 | 279.22 |
| 2025-06-30 | $215k | 805 | 267.54 |
| 2025-03-31 | $211k | 798 | 264.46 |
| 2024-12-31 | $236k | 979 | 240.89 |
| 2024-06-30 | $208k | 1.0k | 203.34 |