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Travelers Companies shares owned by Summit Financial

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Travelers Companies

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All positions including Travelers Companies held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $365k 1.8k 203.34

More positions owned by Summit Financial

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Chipotle Mexican Grill Common Stock (CMG)
Vanguard Index Fds Value Etf Common Stock (VTV)
Microsoft Corpcom Common Stock (MSFT)
Apple Common Stock (AAPL)
Amazon Common Stock (AMZN)
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Vanguard Index Fds Sm Cp Val Etf Etf (VBR)
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Isharestrcoremsci Eafe Etf (IEFA)
Ishares Core S&p 500 Etf Etf (IVV)

View all positions for Summit Financial

Top funds holding Travelers Companies

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
ClearBridge Advisors
T. Rowe Price Associates
Morgan Stanley
Bank of America Corporation
Dimensional Fund Advisors
Bank of New York Mellon
Macquarie Group
Invesco
Charles Schwab Investment Management

View all funds holding Travelers Companies