Heritage Financial Services’s Travelers Companies TRV Stock Holding History

Heritage Financial Services’s Portfolio TRV Stock Details TRV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$210K	Hold
2025 Q2	$201K	Buy
2022 Q3	–	Sell
2022 Q2	$98K	Buy