Travelers Companies shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Travelers Companies by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 5.0k | 279.22 |
| 2025-06-30 | $5.0M | 3.6M | 1.37 |
| 2025-03-31 | $1.3M | 5.1k | 264.45 |
| 2024-12-31 | $1.2M | 5.1k | 240.90 |
| 2024-09-30 | $1.2M | 5.0k | 234.13 |
| 2024-06-30 | $975k | 4.8k | 203.33 |
| 2024-03-31 | $1.0M | 4.9k | 213.44 |
| 2023-12-31 | $862k | 4.5k | 190.48 |
| 2023-09-30 | $576k | 3.5k | 163.30 |
| 2023-06-30 | $668k | 3.8k | 173.68 |
| 2023-03-31 | $583k | 3.4k | 171.42 |
| 2022-12-31 | $649k | 3.5k | 187.48 |
| 2022-09-30 | $507k | 3.3k | 153.17 |
| 2022-06-30 | $568k | 3.4k | 169.10 |
| 2022-03-31 | $626k | 3.4k | 182.72 |
| 2021-12-31 | $527k | 3.4k | 156.47 |
| 2021-09-30 | $621k | 4.1k | 152.13 |
| 2021-06-30 | $244k | 1.6k | 149.51 |
| 2021-03-31 | $246k | 1.6k | 150.37 |
| 2020-12-31 | $248k | 1.8k | 140.35 |
| 2020-09-30 | $160k | 1.5k | 108.25 |
| 2020-06-30 | $158k | 1.4k | 113.83 |
| 2020-03-31 | $224k | 2.0k | 109.43 |
| 2019-12-31 | $358k | 2.6k | 136.90 |
| 2019-09-30 | $433k | 2.9k | 148.54 |
| 2019-06-30 | $432k | 2.9k | 149.48 |
| 2019-03-31 | $397k | 2.9k | 137.28 |
| 2018-12-31 | $346k | 2.9k | 119.72 |
| 2018-09-30 | $419k | 3.4k | 125.07 |
| 2018-06-30 | $464k | 3.6k | 128.00 |
| 2018-03-31 | $489k | 3.5k | 138.72 |
| 2017-12-31 | $284k | 2.1k | 135.82 |
| 2017-09-30 | $108k | 878 | 123.01 |