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Travelers Companies shares owned by Spire Wealth Management

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Spire Wealth Management from 13F filings

Historical chart of Spire Wealth Management investment in Travelers Companies

Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 202505M10M020k40k60k
Value ($)Share countHistorical TRV position of Spire Wealth Management Source: stockzoa.comValue ($)Share count

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All positions including Travelers Companies held by Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.3M 26k 240.89
2024-09-30 $1.3M 5.5k 234.08
2024-06-30 $553k 2.7k 203.38
2024-03-31 $702k 3.0k 230.16
2023-12-31 $944k 3.0k 310.27
2023-09-30 $453k 2.8k 163.29
2023-06-30 $482k 2.8k 173.66
2023-03-31 $488k 2.8k 171.39
2022-12-31 $390k 2.1k 187.32
2022-09-30 $246k 1.6k 153.37
2022-06-30 $560k 3.3k 169.24
2022-03-31 $994k 5.4k 182.75
2021-12-31 $887k 5.7k 156.52
2021-09-30 $867k 5.7k 152.00
2021-06-30 $10M 69k 149.89
2021-03-31 $50k 332 150.60