Travelers Companies shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $244k | 875 | 279.22 |
| 2025-06-30 | $234k | 874 | 267.54 |
| 2025-03-31 | $216k | 817 | 264.46 |
| 2024-09-30 | $248k | 1.1k | 234.14 |
| 2024-06-30 | $219k | 1.1k | 203.34 |
| 2024-03-31 | $247k | 1.1k | 230.14 |
| 2023-12-31 | $205k | 1.1k | 190.49 |
| 2022-12-31 | $203k | 1.1k | 187.50 |
| 2020-12-31 | $98k | 666 | 147.06 |
More positions owned by Pinnacle Wealth Planning Services
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