Travelers Companies shares owned by Wealth Effects
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Travelers Companies by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $344k | 1.2k | 279.17 |
| 2025-06-30 | $329k | 1.2k | 267.58 |
| 2025-03-31 | $325k | 1.2k | 264.37 |
| 2024-12-31 | $296k | 1.2k | 240.90 |
| 2024-09-30 | $306k | 1.3k | 234.19 |
| 2024-06-30 | $266k | 1.3k | 203.30 |
| 2024-03-31 | $304k | 1.3k | 230.20 |
| 2023-12-31 | $261k | 1.4k | 190.45 |
| 2023-09-30 | $224k | 1.4k | 163.29 |
| 2023-06-30 | $246k | 1.4k | 173.65 |
| 2023-03-31 | $257k | 1.5k | 171.41 |
| 2022-12-31 | $281k | 1.5k | 187.51 |
| 2022-09-30 | $250k | 1.6k | 153.37 |
| 2022-06-30 | $276k | 1.6k | 169.43 |
| 2022-03-31 | $298k | 1.6k | 182.93 |
| 2021-12-31 | $255k | 1.6k | 156.63 |