Travelers Companies shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Travelers Companies by WR Wealth Planners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $250k | 1.2k | 203.34 |
2024-03-31 | $283k | 1.2k | 230.14 |
2023-12-31 | $231k | 1.2k | 190.49 |
2023-09-30 | $198k | 1.2k | 163.31 |
2023-06-30 | $210k | 1.2k | 173.66 |
2023-03-31 | $207k | 1.2k | 171.41 |