Travelers Companies shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in Travelers Companies
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All positions including Travelers Companies held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Travelers Companies by Spartan Planning & Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $56k | 296 | 190.49 |
2023-09-30 | $653 | 4 | 163.25 |
2022-12-31 | $188k | 1.0k | 187.49 |
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