Travelers Companies shares owned by One Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Travelers Companies by One Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $224k | 972 | 230.14 |
2022-12-31 | $32k | 169 | 187.49 |
2021-12-31 | $230k | 1.5k | 156.57 |
2021-09-30 | $219k | 1.4k | 152.19 |
2021-03-31 | $209k | 1.4k | 150.36 |
2018-06-30 | $37k | 300 | 123.33 |
2018-03-31 | $42k | 300 | 140.00 |
2017-12-31 | $246k | 1.8k | 135.46 |