Travelers Companies shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Valued Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Travelers Companies by Valued Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $78k | 331 | 234.20 |
2024-06-30 | $63k | 310 | 203.46 |
2024-03-31 | $69k | 301 | 230.22 |