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Travelers Companies shares owned by Legacy Financial Advisors

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

Historical chart of Legacy Financial Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $232k 1.0k 230.14
2019-03-31 $94k 685 137.23
2018-12-31 $88k 731 120.38
2018-09-30 $25k 194 128.87
2018-06-30 $25k 194 128.87
2017-12-31 $29k 217 133.64

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Wisdomtree Emerging Markets Ex-china Fund Etf (XC)
Natixis Gateway Quality Income Etf Etf (GQI)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Microsoft Stock (MSFT)
Jpmorgan Municipal Etf Etf (JMUB)
Apple Stock (AAPL)
Procter And Gamble Stock (PG)
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV)
Ishares Core Dividend Growth Etf Etf (DGRO)
Nvidia Corp Stock (NVDA)

View all positions for Legacy Financial Advisors

Top funds holding Travelers Companies

Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
Massachusetts Financial Services
T. Rowe Price Associates
Geode Capital Management
ClearBridge Advisors
Morgan Stanley
Northern Trust
Dimensional Fund Advisors
Legal & General Group
Bank of New York Mellon
Barclays
UBS Group

View all funds holding Travelers Companies