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Travelers Companies shares owned by Twelve Points Wealth Management

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

Historical chart of Twelve Points Wealth Management investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Twelve Points Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 662 330.12

More positions owned by Twelve Points Wealth Management

Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr Global 100 Etf (IOO)
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)
Ishares Tr 0-3 Mth Treasury (SGOV)
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)
Asa Gold And Precious Mtls L SHS (ASA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Silver Tr Ishares (SLV)
Nuveen Equity Premium and Growth Fund (SPXX)

View all positions for Twelve Points 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