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Travelers Companies shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $117k 500 234.12
2024-06-30 $102k 500 203.34
2024-03-31 $115k 500 230.14
2023-12-31 $95k 500 190.49
2023-09-30 $82k 500 163.31
2023-06-30 $87k 500 173.66
2023-03-31 $86k 500 171.41
2022-12-31 $94k 500 187.49

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Pgim Aaa MF Closed and MF Open (PAAA)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
SPDR S&P MF Closed and MF Open (SPY)
First Trust MF Closed and MF Open (DAPR)
Apple Common Stock (AAPL)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding Travelers Companies

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

View all funds holding Travelers Companies