Travelers Companies shares owned by Forum Financial Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.7k | 279.19 |
| 2025-06-30 | $1.2M | 4.4k | 267.51 |
| 2025-03-31 | $1.2M | 4.4k | 264.43 |
| 2024-12-31 | $1.1M | 4.4k | 240.86 |
| 2024-09-30 | $1.0M | 4.3k | 234.12 |
| 2024-06-30 | $891k | 4.4k | 203.34 |
| 2024-03-31 | $1.0M | 4.4k | 230.14 |
| 2023-12-31 | $838k | 4.4k | 190.49 |
| 2023-09-30 | $719k | 4.4k | 163.31 |
| 2023-06-30 | $764k | 4.4k | 173.66 |
| 2023-03-31 | $739k | 4.3k | 171.41 |
| 2022-12-31 | $812k | 4.3k | 187.49 |
| 2022-09-30 | $676k | 4.4k | 153.18 |
| 2022-06-30 | $739k | 4.4k | 169.03 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management