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Travelers Companies shares owned by Strategic Family Wealth Counselors

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Strategic Family Wealth Counselors from 13F filings

Historical chart of Strategic Family Wealth Counselors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Strategic Family Wealth Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Strategic Family Wealth Counselors

Quarter filed Position value Share count Share price at filing
2025-12-31 $562k 2.1k 269.61

More positions owned by Strategic Family Wealth Counselors

Roblox Corp Cl A (RBLX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Whitehall Fds High Div Yld (VYM)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Apple (AAPL)
Uber Technologies (UBER)
Wisdomtree Tr Us Largecap Divd (DLN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (SDY)

View all positions for Strategic Family Wealth Counselors

Top funds holding Travelers Companies

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

View all funds holding Travelers Companies