Forum Financial Management, LP

Position in TRV — Travelers Companies, Inc.

CIK 1911832 LOMBARD, IL

Position in TRV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$440,380

+$51,279 QoQ

Shares Held

1,334

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,112

of 1,829 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forum Financial Management, LP holds $3,726,437 across 3 Insurance - Property & Casualty names. TRV ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	10,796	$2,568,800
2	CB	Chubb Ltd	2,105	$717,257
3	TRV	Travelers Companies, Inc. This page	1,334	$440,380

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$440,380	1,334	0.0%	Shares	Sole	2026-07-23
2026-03-31	$389,101	1,334	-71.2%	Shares	Sole	2026-04-23
2025-12-31	$1,344,718	4,636	-0.5%	Shares	Sole	2026-01-27
2025-09-30	$1,300,885	4,659	+5.1%	Shares	Sole	2025-10-24
2025-06-30	$1,186,004	4,433	+0.1%	Shares	Sole	2025-07-30
2025-03-31	$1,171,028	4,428	+0.9%	Shares	Sole	2025-05-02
2024-12-31	$1,057,266	4,389	+2.5%	Shares	Sole	2025-02-20
2024-09-30	$1,002,501	4,282	-2.3%	Shares	Sole	2024-10-29
2024-06-30	$891,035	4,382	-0.3%	Shares	Sole	2024-07-30
2024-03-31	$1,011,925	4,397	0.0%	Shares	Sole	2024-05-09
2023-12-31	$837,584	4,397	-0.1%	Shares	Sole	2024-02-07
2023-09-30	$718,727	4,401	+0.1%	Shares	Sole	2023-11-06
2023-06-30	$763,583	4,397	+2.0%	Shares	Sole	2023-07-26
2023-03-31	$738,948	4,311	-0.5%	Shares	Sole	2023-04-19
2022-12-31	$812,206	4,332	-1.8%	Shares	Sole	2023-01-24
2022-09-30	$676,071	4,413	+0.9%	Shares	Sole	2022-11-07
2022-06-30	$739,436	4,372	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.