Heritage Wealth Management, Inc.
Position in TRV — Travelers Companies, Inc.
CIK 1944755
CINCINNATI, OH
Position in TRV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$769,179
+$89,565 QoQ
Shares Held
2,330
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#893
of 1,829 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Heritage Wealth Management, Inc. holds $15,757,789 across 5 Insurance - Property & Casualty names. TRV ranks #4 (4.9% of the industry book) .
All Filings in TRV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769,179 | 2,330 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $679,614 | 2,330 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $675,839 | 2,330 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $650,582 | 2,330 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $623,368 | 2,330 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $616,191 | 2,330 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $561,273 | 2,330 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $545,499 | 2,330 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $473,782 | 2,330 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||