Travelers Companies shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Travelers Companies by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 16k | 279.22 |
| 2025-06-30 | $4.1M | 15k | 267.54 |
| 2024-12-31 | $4.1M | 17k | 240.90 |
| 2024-09-30 | $4.0M | 17k | 234.12 |
| 2024-06-30 | $3.5M | 17k | 203.34 |
| 2024-03-31 | $3.9M | 17k | 230.14 |
| 2023-12-31 | $3.2M | 17k | 190.49 |
| 2023-09-30 | $2.7M | 17k | 163.31 |
| 2023-06-30 | $2.9M | 17k | 173.66 |
| 2023-03-31 | $2.8M | 17k | 171.41 |
| 2022-12-31 | $3.0M | 16k | 187.49 |
| 2022-09-30 | $2.5M | 16k | 153.22 |
| 2022-06-30 | $2.7M | 16k | 169.15 |
| 2022-03-31 | $2.9M | 16k | 182.74 |
| 2021-12-31 | $2.5M | 16k | 156.43 |
| 2021-09-30 | $2.4M | 16k | 152.03 |
| 2021-06-30 | $2.4M | 16k | 149.72 |
| 2021-03-31 | $2.4M | 16k | 150.43 |
| 2020-12-31 | $2.1M | 15k | 140.38 |
| 2020-06-30 | $135k | 1.2k | 113.73 |
| 2019-09-30 | $203k | 1.4k | 148.50 |