Travelers Companies shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Travelers Companies by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56M | 196k | 284.97 |
| 2025-06-30 | $46M | 173k | 264.13 |
| 2025-03-31 | $43M | 162k | 264.46 |
| 2024-12-31 | $38M | 159k | 240.89 |
| 2024-06-30 | $30M | 145k | 203.34 |
| 2024-03-31 | $31M | 133k | 230.14 |
| 2023-12-31 | $25M | 132k | 190.49 |
| 2023-09-30 | $21M | 131k | 163.31 |
| 2023-06-30 | $881k | 5.1k | 173.67 |
| 2023-03-31 | $3.5M | 20k | 171.41 |
| 2019-09-30 | $1.1M | 7.9k | 142.62 |
| 2019-06-30 | $3.1M | 21k | 148.76 |
| 2018-12-31 | $1.3M | 11k | 123.98 |
| 2016-12-31 | $2.3M | 19k | 122.40 |
| 2016-09-30 | $1.2M | 10k | 113.14 |
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