Heritage Wealth Advisors

Position in TRV — Travelers Companies, Inc.

CIK 1591122 RICHMOND, VA

Position in TRV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$64,043

+$7,458 QoQ

Shares Held

194

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,645

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $52,605,426 across 11 Insurance - Property & Casualty names. TRV ranks #8 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	169,958	$37,127,325
2	MKL	Markel Group Inc.	7,272	$14,202,288
3	AIZ	Assurant, Inc.	1,348	$361,978
4	CB	Chubb Ltd	786	$267,821
5	WRB	Berkley W R Corp	2,863	$201,927
6	KNSL	Kinsale Capital Group, Inc.	485	$159,957
7	THG	Hanover Insurance Group, Inc.	673	$144,102
8	TRV	Travelers Companies, Inc. This page	194	$64,043

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,043	194	0.0%	Shares	Sole	2026-08-14
2026-03-31	$56,585	194	-11.4%	Shares	Sole	2026-05-14
2025-12-31	$63,523	219	+11.2%	Shares	Sole	2026-02-13
2025-09-30	$55,006	197	-4.8%	Shares	Sole	2025-11-13
2025-06-30	$55,380	207	-65.2%	Shares	Sole	2025-08-11
2025-03-31	$157,089	594	-5.1%	Shares	Sole	2025-05-08
2024-12-31	$150,797	626	-38.7%	Shares	Sole	2025-02-12
2024-09-30	$239,270	1,022	+426.8%	Shares	Sole	2024-11-12
2024-06-30	$39,447	194	-87.4%	Shares	Sole	2024-12-12
2024-03-31	$354,645	1,541	+0.1%	Shares	Sole	2024-12-12
2023-12-31	$293,354	1,540	+0.1%	Shares	Sole	2024-12-12
2023-09-30	$251,334	1,539	-0.6%	Shares	Sole	2024-12-12
2023-06-30	$268,825	1,548	0.0%	Shares	Sole	2024-12-12
2023-03-31	$265,342	1,548	-1.1%	Shares	Sole	2023-05-04
2022-12-31	$293,609	1,566	+2.0%	Shares	Sole	2024-12-12
2022-09-30	$235,315	1,536	+0.1%	Shares	Sole	2024-12-12
2022-06-30	$259,614	1,535	-0.1%	Shares	Sole	2022-08-04
2022-03-31	$280,673	1,536	0.0%	Shares	Sole	2022-05-11
2021-12-31	$240,276	1,536	+0.1%	Shares	Sole	2022-03-28
2021-09-30	$233,335	1,535	+0.1%	Shares	Sole	2021-11-02
2021-06-30	$229,655	1,534	+0.1%	Shares	Sole	2021-08-09
2021-03-31	$230,563	1,533	0.0%	Shares	Sole	2021-04-27
2020-12-31	$215,187	1,533	+0.1%	Shares	Sole	2021-02-01
2020-09-30	$165,747	1,532	+0.1%	Shares	Sole	2020-11-03
2020-06-30	$174,610	1,531	-0.7%	Shares	Sole	2020-07-17
2020-03-31	$153,197	1,542	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.