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Travelers Companies shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group investment in Travelers Companies

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

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Quarterly reported holdings in Travelers Companies by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $16k 55 291.67

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Travelers Companies

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
Bank of America Corporation
Northern Trust
ClearBridge Advisors
Ubs Global Asset Management Americas
AQR Capital Management
UBS Group

View all funds holding Travelers Companies