Travelers Companies shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Travelers Companies by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $651k | 2.3k | 279.22 |
| 2025-06-30 | $623k | 2.3k | 267.54 |
| 2025-03-31 | $616k | 2.3k | 264.46 |
| 2024-12-31 | $561k | 2.3k | 240.89 |
| 2024-09-30 | $546k | 2.3k | 234.12 |
| 2024-06-30 | $470k | 2.3k | 201.87 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management