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Travelers Companies shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $56k 191 291.68
2025-12-31 $19k 65 290.06

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Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Vanguard Value Index Fund Etf Shares Uit Exchange Traded (VTV)
Netflix Common Stock (NFLX)
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Blue Owl Cap Corp Common Stock (OBDC)
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Uber Technologies Common Stock (UBER)
Dimensional Us Small Capvalue Etf Uit Exchange Traded (DFSV)

View all positions for Wealth Preservation Advisors

Top funds holding Travelers Companies

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
Bank of America Corporation
Northern Trust
ClearBridge Advisors
Ubs Global Asset Management Americas
AQR Capital Management
UBS Group

View all funds holding Travelers Companies