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Travelers Companies shares owned by Sargent Investment Group

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Sargent Investment Group from 13F filings

Historical chart of Sargent Investment Group investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Sargent Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Sargent Investment Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 705 291.68

More positions owned by Sargent Investment Group

Palantir Technologies Cl A (PLTR)
Spdr Series Trust State Street Spd (BILS)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation Call Option (MSFT)
Victory Portfolios Ii Core Intermediat (UITB)
Alphabet Cap Stk Cl A (GOOGL)
Amazon Call Option (AMZN)
Carlyle Group (CG)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYV)
Iron Mountain (IRM)
International Business Machines (IBM)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Wal-Mart Stores (WMT)

View all positions for Sargent Investment Group

Top funds holding Travelers Companies

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
Bank of America Corporation
Northern Trust
ClearBridge Advisors
Ubs Global Asset Management Americas
AQR Capital Management
UBS Group

View all funds holding Travelers Companies