A detailed history of Forza Wealth Management, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Forza Wealth Management, LLC holds 4,072 shares of TRV stock, worth $1.03 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
4,072
Previous 4,072 -0.0%
Holding current value
$1.03 Million
Previous $828 Million 15.14%
% of portfolio
0.44%
Previous 0.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024

SELL
$157.92 - $190.49 $5,527 - $6,667
-35 Reduced 0.85%
4,072 $776 Million
Q3 2023

Oct 24, 2023

BUY
$159.89 - $174.87 $23,983 - $26,230
150 Added 3.79%
4,107 $671 Million
Q2 2023

Jul 25, 2023

SELL
$168.37 - $183.75 $22,393 - $24,438
-133 Reduced 3.25%
3,957 $687 Million
Q4 2022

Feb 06, 2023

BUY
$156.88 - $190.43 $641,639 - $778,858
4,090 New
4,090 $767 Million

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 $59.1B
  • 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
Track This Portfolio

Track Forza Wealth Management, LLC Portfolio

Follow Forza Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forza Wealth Management, LLC with notifications on news.