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Travelers Companies shares owned by Redmont Wealth Advisors

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

Historical chart of Redmont Wealth Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Redmont Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2k 15 279.20
2025-06-30 $4.0k 15 267.53
2024-09-30 $3.5k 15 234.13
2024-06-30 $3.0k 15 203.33
2024-03-31 $3.5k 15 230.13

More positions owned by Redmont Wealth Advisors

Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Preferred & Income Securities Etf Etf (PFF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional International Core Equity Market Etf Etf (DFAI)
Ishares Select Dividend Etf Etf (DVY)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Capital Southwest Corp Cef (CSWC)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Curtiss Wright Corp Stock (CW)
Avantis International Large Cap Value Etf Etf (AVIV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for Redmont Wealth Advisors

Top funds holding Travelers Companies

BlackRock
Vanguard Group
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
ClearBridge Advisors
Northern Trust
Ubs Global Asset Management Americas
AQR Capital Management
Goldman Sachs Group
UBS Group

View all funds holding Travelers Companies