Travelers Companies shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $790k | 3.4k | 234.12 |
| 2024-06-30 | $666k | 3.3k | 203.34 |
| 2024-03-31 | $748k | 3.2k | 230.14 |
| 2023-12-31 | $614k | 3.2k | 190.49 |
| 2023-09-30 | $479k | 2.9k | 163.31 |
| 2023-06-30 | $539k | 3.1k | 173.66 |
| 2023-03-31 | $583k | 3.4k | 171.41 |
| 2022-12-31 | $567k | 3.0k | 187.49 |
| 2022-09-30 | $439k | 2.9k | 153.34 |
| 2022-06-30 | $507k | 3.0k | 169.17 |
| 2022-03-31 | $492k | 2.7k | 182.83 |
| 2021-12-31 | $421k | 2.7k | 156.45 |
| 2021-09-30 | $363k | 2.4k | 151.82 |
| 2021-06-30 | $358k | 2.4k | 149.73 |
| 2021-03-31 | $327k | 2.2k | 150.34 |
| 2020-12-31 | $345k | 2.5k | 140.24 |
| 2020-09-30 | $288k | 2.7k | 108.27 |
| 2020-06-30 | $315k | 2.8k | 114.13 |
| 2020-03-31 | $282k | 2.8k | 99.47 |
| 2019-12-31 | $392k | 2.9k | 137.06 |
| 2019-09-30 | $425k | 2.9k | 148.60 |
| 2019-06-30 | $428k | 2.9k | 149.65 |
| 2019-03-31 | $392k | 2.9k | 137.06 |
| 2018-12-31 | $326k | 2.7k | 119.85 |
| 2018-09-30 | $392k | 3.0k | 129.80 |
| 2018-06-30 | $361k | 3.0k | 122.37 |
| 2018-03-31 | $479k | 3.5k | 138.84 |
| 2017-12-31 | $475k | 3.5k | 135.71 |
| 2017-09-30 | $441k | 3.6k | 122.50 |
| 2017-06-30 | $462k | 3.7k | 126.44 |
| 2017-03-31 | $465k | 3.9k | 120.65 |
| 2016-12-31 | $472k | 3.9k | 122.47 |
| 2016-09-30 | $442k | 3.9k | 114.69 |
| 2016-06-30 | $513k | 4.3k | 119.16 |
| 2016-03-31 | $479k | 4.1k | 116.69 |
| 2015-12-31 | $463k | 4.1k | 112.79 |
| 2015-09-30 | $424k | 4.3k | 99.65 |
| 2015-06-30 | $435k | 4.5k | 96.56 |
| 2015-03-31 | $617k | 5.7k | 108.09 |
| 2014-12-31 | $604k | 5.7k | 105.83 |
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