Travelers Companies shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $614k | 2.6k | 234.16 |
| 2024-06-30 | $533k | 2.6k | 203.37 |
| 2024-03-31 | $603k | 2.6k | 230.18 |
| 2023-12-31 | $499k | 2.6k | 190.52 |
| 2023-09-30 | $428k | 2.6k | 163.34 |
| 2023-06-30 | $455k | 2.6k | 173.69 |
| 2023-03-31 | $449k | 2.6k | 171.44 |
| 2022-12-31 | $492k | 2.6k | 187.52 |
| 2022-09-30 | $402k | 2.6k | 153.32 |
| 2022-06-30 | $443k | 2.6k | 168.96 |
| 2022-03-31 | $479k | 2.6k | 182.75 |
| 2021-12-31 | $410k | 2.6k | 156.37 |
| 2021-09-30 | $398k | 2.6k | 152.14 |
| 2021-06-30 | $222k | 1.5k | 149.60 |
| 2021-03-31 | $222k | 1.5k | 150.30 |
| 2020-12-31 | $207k | 1.5k | 140.63 |
| 2020-09-30 | $264k | 2.4k | 108.15 |
| 2020-06-30 | $1.2M | 10k | 114.05 |
| 2020-03-31 | $1.0M | 10k | 99.31 |
| 2019-12-31 | $1.4M | 10k | 137.00 |
More positions owned by Sugarloaf Wealth Management
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