Heritage Financial Services’s Travelers Companies TRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$201K	Buy	+752	New	+$201K	0.02%	123
2022 Q3	–	Sell	-582	Closed	-$98K	–	435
2022 Q2	$98K	Buy	+582	New	+$98K	0.05%	114