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Travelers Companies shares owned by Paces Ferry Wealth Advisors

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

Historical chart of Paces Ferry Wealth Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Paces Ferry Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 891 234.14
2024-06-30 $204k 1.0k 203.35
2024-03-31 $204k 888 230.16

More positions owned by Paces Ferry Wealth Advisors

Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Paces Ferry Wealth Advisors

Top funds holding Travelers Companies

Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
ClearBridge Advisors
T. Rowe Price Associates
Dimensional Fund Advisors
Northern Trust
Ubs Global Asset Management Americas
Legal & General Group
Bank of New York Mellon
UBS Group

View all funds holding Travelers Companies