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
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Quarterly reported holdings in Travelers Companies by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |