Travelers Companies shares owned by Wealth Alliance
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Travelers Companies by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 5.5k | 279.22 |
| 2025-06-30 | $1.5M | 5.7k | 267.55 |
| 2025-03-31 | $1.5M | 5.7k | 264.47 |
| 2024-12-31 | $1.2M | 5.1k | 240.89 |
| 2024-09-30 | $1.2M | 5.1k | 234.14 |
| 2024-06-30 | $920k | 4.5k | 203.33 |
| 2024-03-31 | $1.1M | 4.7k | 230.13 |
| 2023-12-31 | $518k | 2.7k | 190.52 |
| 2023-09-30 | $410k | 2.5k | 163.34 |
| 2023-06-30 | $393k | 2.3k | 173.64 |
| 2023-03-31 | $303k | 1.8k | 171.36 |