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Travelers Companies shares owned by Spectrum Planning & Advisory Services

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Spectrum Planning & Advisory Services from 13F filings

Historical chart of Spectrum Planning & Advisory Services investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Spectrum Planning & Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Spectrum Planning & Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $297k 1.1k 279.33
2025-06-30 $286k 1.1k 267.58

More positions owned by Spectrum Planning & Advisory Services

Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Large Ca (BLCV)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Microsoft Corporation (MSFT)

View all positions for Spectrum Planning & Advisory Services

Top funds holding Travelers Companies

BlackRock
Vanguard Group
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
ClearBridge Advisors
Northern Trust
Ubs Global Asset Management Americas
AQR Capital Management
Goldman Sachs Group
UBS Group

View all funds holding Travelers Companies