Heritage Family Offices, LLP

Family Office

Position in TRV — Travelers Companies, Inc.

CIK 2019316 SCOTTSDALE, AZ

Position in TRV

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$308,001

New position

Shares Held

933

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,301

of 1,829 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Family Offices, LLP holds $917,593 across 3 Insurance - Property & Casualty names. TRV ranks #2 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	1,408	$335,019
2	TRV	Travelers Companies, Inc. This page	933	$308,001
3	WRB	Berkley W R Corp	3,893	$274,573

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,001	933	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.