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Travelers Companies shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $389k 1.4k 279.25
2025-06-30 $202k 755 267.55

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View all positions for waypoint wealth counsel

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