Travelers Companies shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth Partners investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by YorkBridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Travelers Companies by YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $2.7M | 15k | 187.49 |
| 2022-09-30 | $2.3M | 15k | 153.21 |
| 2022-06-30 | $2.5M | 15k | 169.10 |
| 2022-03-31 | $2.7M | 15k | 182.70 |
| 2021-12-31 | $2.4M | 15k | 156.41 |
| 2021-09-30 | $2.3M | 15k | 152.02 |
| 2021-06-30 | $2.2M | 14k | 149.74 |
| 2021-03-31 | $2.1M | 14k | 150.37 |
| 2020-12-31 | $1.8M | 13k | 140.35 |
| 2020-09-30 | $1.3M | 12k | 108.18 |
| 2020-06-30 | $1.3M | 11k | 114.09 |
| 2020-03-31 | $1.2M | 12k | 99.32 |
| 2019-12-31 | $1.6M | 12k | 136.91 |
| 2019-09-30 | $1.9M | 13k | 148.67 |
| 2019-06-30 | $2.1M | 14k | 149.50 |
| 2019-03-31 | $1.8M | 13k | 137.17 |
| 2018-12-31 | $1.5M | 12k | 119.76 |
| 2018-09-30 | $1.5M | 12k | 128.99 |
| 2018-06-30 | $1.5M | 12k | 122.36 |
| 2018-03-31 | $1.6M | 12k | 137.28 |
| 2017-12-31 | $1.6M | 12k | 141.49 |
| 2017-09-30 | $1.2M | 10k | 122.55 |
| 2017-06-30 | $1.3M | 10k | 127.35 |
| 2017-03-31 | $1.3M | 10k | 120.33 |
| 2016-12-31 | $1.2M | 11k | 113.47 |
More positions owned by YorkBridge Wealth Partners
View all positions for YorkBridge Wealth Partners