Travelers Companies shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.8M | 31k | 190.48 |
| 2023-09-30 | $5.0M | 30k | 163.31 |
| 2023-06-30 | $2.8M | 16k | 173.65 |
| 2023-03-31 | $2.9M | 17k | 171.40 |
| 2022-12-31 | $3.2M | 17k | 187.49 |
| 2022-09-30 | $1.9M | 12k | 153.45 |
| 2022-06-30 | $2.1M | 13k | 169.14 |
| 2022-03-31 | $4.3M | 24k | 182.73 |
| 2021-12-31 | $1.4M | 9.1k | 156.46 |
| 2021-09-30 | $1.7M | 11k | 152.05 |
| 2021-06-30 | $899k | 6.0k | 149.63 |
| 2021-03-31 | $248k | 1.6k | 150.94 |
| 2020-12-31 | $206k | 1.5k | 139.95 |