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Travelers Companies shares owned by WJ Financial Advisors

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

Historical chart of WJ Financial Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by WJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $656k 2.3k 279.22

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Spdr Gold Tr Gold Shs (GLD)
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Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Pfd And Incm Sec (PFF)
Mongodb Cl A (MDB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Vanguard World Inf Tech Etf (VGT)

View all positions for WJ Financial Advisors

Top funds holding Travelers Companies

BlackRock
Vanguard Group
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
ClearBridge Advisors
Northern Trust
Ubs Global Asset Management Americas
AQR Capital Management
Goldman Sachs Group
UBS Group

View all funds holding Travelers Companies