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Travelers Companies shares owned by Quantum Financial Advisors

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Quantum Financial Advisors from 13F filings

Historical chart of Quantum Financial Advisors investment in Travelers Companies

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All positions including Travelers Companies held by Quantum Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Quantum Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 1.0k 234.12
2024-06-30 $204k 1.0k 203.34
2024-03-31 $230k 1.0k 230.14

More positions owned by Quantum Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust International (DFSI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emerging Markets (DFSE)
Dimensional Etf Trust Global Sustaina (DFSB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Quantum Financial Advisors

Top funds holding Travelers Companies

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
ClearBridge Advisors
Morgan Stanley
T. Rowe Price Associates
Dimensional Fund Advisors
Northern Trust
Bank of New York Mellon
Macquarie Group
Charles Schwab Investment Management

View all funds holding Travelers Companies