Trilogy Capital »

Travelers Companies shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Travelers Companies by Trilogy Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $286k 986 290.20
2018-09-30 $35k 269 130.11
2018-06-30 $31k 257 120.62
2018-03-31 $36k 257 140.08

More positions owned by Trilogy Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr State Street Tec (XLK)
Wisdomtree Tr Emgring Mkts (EMMF)
Spdr Series Trust State Street Spd (SPAB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr State Street Ind (XLI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Alps Etf Tr Smith Core Plus (SMTH)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Trilogy Capital

Top funds holding Travelers Companies

BlackRock
Vanguard Group
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Dimensional Fund Advisors
Northern Trust
ClearBridge Advisors
Norges Bank Investment Management
Ubs Global Asset Management Americas
Invesco
AQR Capital Management
UBS Group

View all funds holding Travelers Companies