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Travelers Companies shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $922k 3.2k 291.68
2025-09-30 $889k 3.2k 279.22
2025-06-30 $965k 3.6k 267.54
2025-03-31 $964k 3.6k 264.46
2024-12-31 $892k 3.7k 240.89