Travelers Companies shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Travelers Companies by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270k | 967 | 279.22 |
| 2025-06-30 | $276k | 1.0k | 267.50 |
| 2025-03-31 | $208k | 788 | 264.46 |