Travelers Companies shares owned by Willner & Heller
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller investment in Travelers Companies
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All positions including Travelers Companies held by Willner & Heller consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Travelers Companies by Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $325k | 1.2k | 279.18 |
| 2025-06-30 | $310k | 1.2k | 267.59 |
| 2025-03-31 | $306k | 1.2k | 264.56 |
| 2024-12-31 | $277k | 1.2k | 240.86 |
| 2024-09-30 | $268k | 1.1k | 234.09 |
| 2024-06-30 | $224k | 1.1k | 203.29 |
| 2024-03-31 | $251k | 1.1k | 230.22 |
| 2023-12-31 | $207k | 1.1k | 190.44 |