Travelers Companies shares owned by One Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 1.2k | 279.22 |
| 2025-06-30 | $328k | 1.2k | 267.54 |
| 2025-03-31 | $323k | 1.2k | 264.46 |
| 2024-12-31 | $220k | 915 | 240.89 |
| 2024-09-30 | $221k | 943 | 234.12 |
| 2024-06-30 | $207k | 972 | 212.48 |
| 2024-03-31 | $224k | 972 | 230.14 |
| 2022-12-31 | $32k | 169 | 187.49 |
| 2021-12-31 | $230k | 1.5k | 156.57 |
| 2021-09-30 | $219k | 1.4k | 152.19 |
| 2021-03-31 | $209k | 1.4k | 150.36 |
| 2018-06-30 | $37k | 300 | 123.33 |
| 2018-03-31 | $42k | 300 | 140.00 |
| 2017-12-31 | $246k | 1.8k | 135.46 |