Travelers Companies shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $602k | 2.2k | 279.17 |
| 2025-06-30 | $554k | 2.1k | 267.50 |
| 2024-12-31 | $479k | 2.0k | 240.93 |
| 2024-06-30 | $410k | 2.0k | 203.38 |
| 2023-12-31 | $230k | 1.2k | 190.54 |