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Travelers Companies shares owned by ORBA Wealth Advisors

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

Historical chart of ORBA Wealth Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $218k 825 264.46

More positions owned by ORBA Wealth Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Core S&p500 Etf (IVV)
Procter & Gamble Company (PG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for ORBA Wealth Advisors

Top funds holding Travelers Companies

BlackRock
Vanguard Group
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
ClearBridge Advisors
Northern Trust
Ubs Global Asset Management Americas
AQR Capital Management
Goldman Sachs Group
UBS Group

View all funds holding Travelers Companies