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Travelers Companies shares owned by Values Added Financial

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Values Added Financial from 13F filings

Historical chart of Values Added Financial investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Values Added Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Values Added Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 651 330.12

More positions owned by Values Added Financial

Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Ishares Tr Esg Eafe Etf (DMXF)
Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust St Str Aggre Etf (SPAB)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Microsoft Corporation (MSFT)
Ishares Tr Egsadvncdmsci Em (EMXF)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Values Added Financial

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