Travelers Companies shares owned by Forza Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza Wealth Management investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Forza Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Travelers Companies by Forza Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $953k | 4.1k | 234.12 |
| 2024-06-30 | $828k | 4.1k | 203.34 |
| 2024-03-31 | $937k | 4.1k | 230.14 |
| 2023-12-31 | $776k | 4.1k | 190.49 |
| 2023-09-30 | $671k | 4.1k | 163.31 |
| 2023-06-30 | $687k | 4.0k | 173.66 |
| 2023-03-31 | $701k | 4.1k | 171.41 |
| 2022-12-31 | $767k | 4.1k | 187.49 |