Travelers Companies shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Travelers Companies by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $116k | 415 | 279.22 |
| 2025-06-30 | $212k | 794 | 267.54 |
| 2024-12-31 | $203k | 836 | 243.01 |
| 2020-03-31 | $296k | 2.2k | 137.04 |
| 2019-09-30 | $0 | 3.1k | 0.00 |
| 2019-06-30 | $1.5M | 10k | 150.00 |
| 2019-03-31 | $1.5M | 11k | 138.46 |
| 2018-12-31 | $1.2M | 9.6k | 122.01 |
| 2018-09-30 | $1.2M | 9.5k | 129.73 |
| 2018-06-30 | $1.0M | 8.4k | 122.39 |
| 2018-03-31 | $1.2M | 9.0k | 138.89 |
| 2017-12-31 | $1.1M | 8.1k | 134.58 |