Travelers Companies shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $239k | 1.0k | 234.12 |
| 2024-06-30 | $39k | 194 | 203.34 |
| 2024-03-31 | $1.6k | 240 | 6.52 |
| 2023-12-31 | $297k | 1.6k | 190.50 |
| 2023-09-30 | $251k | 1.5k | 163.34 |
| 2023-06-30 | $269k | 1.5k | 173.71 |
| 2023-03-31 | $265k | 1.5k | 171.37 |
| 2022-12-31 | $294k | 1.6k | 187.47 |
| 2022-09-30 | $235k | 1.5k | 152.99 |
| 2022-06-30 | $260k | 1.5k | 169.38 |
| 2022-03-31 | $281k | 1.5k | 182.94 |
| 2021-12-31 | $240k | 1.5k | 156.41 |
| 2021-09-30 | $233k | 1.5k | 152.01 |
| 2021-06-30 | $230k | 1.5k | 149.74 |
| 2021-03-31 | $231k | 1.5k | 150.44 |
| 2020-12-31 | $215k | 1.5k | 140.25 |
| 2020-09-30 | $166k | 1.5k | 108.18 |
| 2020-06-30 | $174k | 3.9k | 44.71 |
| 2020-03-31 | $153k | 1.5k | 99.34 |
| 2019-12-31 | $215k | 1.6k | 136.93 |
| 2019-09-30 | $228k | 1.5k | 148.15 |
| 2019-06-30 | $230k | 1.5k | 149.54 |
| 2019-03-31 | $211k | 1.5k | 137.20 |
| 2018-12-31 | $184k | 1.5k | 119.71 |
| 2018-09-30 | $199k | 1.5k | 129.56 |
| 2018-03-31 | $214k | 1.5k | 139.41 |
| 2017-12-31 | $207k | 1.5k | 135.92 |
| 2016-06-30 | $212k | 1.8k | 119.10 |
| 2016-03-31 | $208k | 1.8k | 116.85 |
| 2015-12-31 | $201k | 1.8k | 112.92 |