Opal Wealth Advisors »

Travelers Companies shares owned by Opal Wealth Advisors

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Opal Wealth Advisors from 13F filings

Historical chart of Opal Wealth Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Opal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Travelers Companies by Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $42k 184 230.14

More positions owned by Opal Wealth Advisors

Putnam Etf Trust Focused Lar Cap (PVAL)
Legg Mason Etf Invt Clearbrideg Lr (LRGE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr New York Mun Etf (NYF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for Opal Wealth Advisors

Top funds holding Travelers Companies

Vanguard Group
Jpmorgan Chase & Co
Massachusetts Financial Services
T. Rowe Price Associates
ClearBridge Advisors
Dimensional Fund Advisors
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
UBS Group
Ubs Global Asset Management Americas
Norges Bank Investment Management
Charles Schwab Investment Management
Goldman Sachs Group
Nuance Investments

View all funds holding Travelers Companies