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Travelers Companies shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth Partners investment in Travelers Companies

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

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Quarterly reported holdings in Travelers Companies by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $68k 292 234.12

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Agnc Invt Corp Real Estate Investme (AGNC)
1/100 Berkshire Htwy A Common Stock
Berkshire Hathaway Common Stock (BRK.B)
Energy Transfer Limited Partnershp (ET)
Abbott Labs Common Stock (ABT)
Exxon Mobil Corp Common Stock (XOM)
Apple Common Stock (AAPL)
Ishares 0 To 3 Mnth Uit Exchange Traded (SGOV)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Hines Global Income Trus Real Estate Investme (ZHGIIX)

View all positions for ORG Wealth Partners

Top funds holding Travelers Companies

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
ClearBridge Advisors
T. Rowe Price Associates
Morgan Stanley
Bank of America Corporation
Dimensional Fund Advisors
Bank of New York Mellon
Macquarie Group
Invesco
Charles Schwab Investment Management

View all funds holding Travelers Companies