A detailed history of Forum Financial Management, LP transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 4,282 shares of TRV stock, worth $1.13 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,282
Previous 4,382 2.28%
Holding current value
$1.13 Million
Previous $891,000 12.46%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$201.87 - $242.35 $20,187 - $24,235
-100 Reduced 2.28%
4,282 $1 Million
Q2 2024

Jul 30, 2024

SELL
$203.34 - $230.89 $3,050 - $3,463
-15 Reduced 0.34%
4,382 $891,000
Q4 2023

Feb 07, 2024

SELL
$157.92 - $190.49 $631 - $761
-4 Reduced 0.09%
4,397 $837,000
Q3 2023

Nov 03, 2023

BUY
$159.89 - $174.87 $639 - $699
4 Added 0.09%
4,401 $718,000
Q2 2023

Jul 26, 2023

BUY
$168.37 - $183.75 $14,479 - $15,802
86 Added 1.99%
4,397 $763,000
Q1 2023

Apr 19, 2023

SELL
$163.86 - $193.88 $3,441 - $4,071
-21 Reduced 0.48%
4,311 $738,000
Q4 2022

Jan 24, 2023

SELL
$156.88 - $190.43 $12,707 - $15,424
-81 Reduced 1.84%
4,332 $0
Q3 2022

Nov 07, 2022

BUY
$150.6 - $174.11 $6,174 - $7,138
41 Added 0.94%
4,413 $676,000
Q2 2022

Aug 15, 2022

BUY
$159.77 - $185.64 $698,514 - $811,618
4,372 New
4,372 $739,000

Others Institutions Holding TRV

About TRAVELERS COMPANIES, INC.


  • Ticker TRV
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 234,348,000
  • Market Cap $61.8B
  • Description
  • The Travelers Companies, Inc., through its subsidiaries, provides a range of commercial and personal property, and casualty insurance products and services to businesses, government units, associations, and individuals in the United states and internationally. The company operates through three segments: Business Insurance, Bond & Specialty ...
More about TRV
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