Travelers Companies shares owned by Optimize Financial
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Optimize Financial
from 13F filings
Historical chart of Optimize Financial investment in Travelers Companies
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All positions including Travelers Companies held by Optimize Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Travelers Companies by Optimize Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $458k | 1.6k | 279.22 |
| 2025-06-30 | $385k | 1.4k | 267.54 |
| 2025-03-31 | $383k | 1.4k | 264.46 |