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
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Travelers Companies by Forum Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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