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Travelers Companies shares owned by Warren Street Wealth Advisors

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Warren Street Wealth Advisors from 13F filings

Historical chart of Warren Street Wealth Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Warren Street Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Warren Street Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 966 279.22
2025-06-30 $251k 938 267.54
2025-03-31 $236k 891 264.46

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World Gold Tr Spdr Gld Minis (GLDM)
Wisdomtree Tr Enhncd Cmmdty St (GCC)
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NVIDIA Corporation Call Option (NVDA)
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Cambria Etf Tr Emrg Sharehldr (EYLD)
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Chevron Corporation (CVX)
Apple (AAPL)

View all positions for Warren Street Wealth Advisors

Top funds holding Travelers Companies

BlackRock
Vanguard Group
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
ClearBridge Advisors
Northern Trust
Ubs Global Asset Management Americas
AQR Capital Management
Goldman Sachs Group
UBS Group

View all funds holding Travelers Companies