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Travelers Companies shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $47k 204 230.14
2023-12-31 $39k 205 190.49

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding Travelers Companies

Vanguard Group
Jpmorgan Chase & Co
Massachusetts Financial Services
T. Rowe Price Associates
ClearBridge Advisors
Dimensional Fund Advisors
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
UBS Group
Ubs Global Asset Management Americas
Norges Bank Investment Management
Charles Schwab Investment Management
Goldman Sachs Group
Robeco Investment Management

View all funds holding Travelers Companies