Travelers Companies shares owned by ForthRight Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by ForthRight Wealth Management
from 13F filings
Historical chart of ForthRight Wealth Management investment in Travelers Companies
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All positions including Travelers Companies held by ForthRight Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Travelers Companies by ForthRight Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $395k | 1.4k | 279.22 |
| 2025-06-30 | $393k | 1.5k | 267.54 |
| 2025-03-31 | $409k | 1.5k | 264.46 |
| 2024-12-31 | $392k | 1.6k | 240.89 |
| 2024-09-30 | $389k | 1.7k | 234.12 |
| 2024-06-30 | $357k | 1.8k | 203.34 |
| 2024-03-31 | $404k | 1.8k | 230.14 |
| 2023-12-31 | $393k | 2.1k | 190.49 |
| 2023-09-30 | $337k | 2.1k | 163.31 |
| 2023-06-30 | $373k | 2.1k | 173.66 |
| 2023-03-31 | $380k | 2.2k | 171.41 |
| 2022-12-31 | $415k | 2.2k | 187.49 |
| 2022-09-30 | $339k | 2.2k | 153.12 |
| 2022-06-30 | $374k | 2.2k | 168.93 |
| 2022-03-31 | $405k | 405 | 1000.00 |
| 2021-12-31 | $354k | 2.3k | 156.36 |
| 2021-09-30 | $337k | 2.2k | 152.21 |
| 2021-06-30 | $331k | 2.2k | 149.50 |
| 2021-03-31 | $286k | 1.9k | 150.53 |
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