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
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Quarterly reported holdings in Travelers Companies by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $95k | 341 | 279.20 |
| 2025-06-30 | $90k | 336 | 267.47 |
| 2025-03-31 | $91k | 344 | 264.76 |
| 2024-12-31 | $81k | 336 | 240.97 |
| 2024-09-30 | $78k | 331 | 234.20 |
| 2024-06-30 | $63k | 310 | 203.46 |
| 2024-03-31 | $69k | 301 | 230.22 |