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Travelers Companies shares owned by TriaGen Wealth Management

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by TriaGen Wealth Management from 13F filings

Historical chart of TriaGen Wealth Management investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by TriaGen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 616 330.12

More positions owned by TriaGen Wealth Management

Apple (AAPL)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Index Fds Mid Cap Etf (VO)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Proshares Tr Ultrapro Qqq (TQQQ)
Ishares Gold Tr Ishares New (IAU)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Series Trust St Str Blo 1 Etf (BIL)

View all positions for TriaGen Wealth Management

Top funds holding Travelers Companies

BlackRock
State Street Corporation
Vanguard Capital Management
FMR
Vanguard Portfolio Management
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
Jpmorgan Chase & Co
AQR Capital Management
Bank of America Corporation
Northern Trust
ClearBridge Advisors
Curated Wealth Partners

View all funds holding Travelers Companies