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Travelers Companies shares owned by Sage Private Wealth Group

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

Historical chart of Sage Private Wealth Group investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $208k 584 356.51

More positions owned by Sage Private Wealth Group

First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Tidal Trust I Fund Gran Us Etf (GRNY)
Im Global Partner Funds Imgp Dbi Man Etf (DBMF)
Ishares Gold Tr Ishares New (IAU)
World Gold Tr Spdr Gld Minis (GLDM)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)
Nylim Etf Tr Ftse Intl Eqty C (HFXI)
Ishares Tr Us Infrastruc (IFRA)
Apple (AAPL)

View all positions for Sage Private Wealth Group

Top funds holding Travelers Companies

BlackRock
State Street Corporation
Vanguard Capital Management
FMR
Vanguard Portfolio Management
Geode Capital Management
Massachusetts Financial Services
Dimensional Fund Advisors
Jpmorgan Chase & Co
AQR Capital Management
Bank of America Corporation
Northern Trust
ClearBridge Advisors
Norges Bank Investment Management
Ubs Global Asset Management Americas

View all funds holding Travelers Companies