Heritage Wealth Management (Ohio)’s Travelers Companies TRV Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio TRV Stock Details TRV Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$676K	Hold
2025 Q3	$651K	Hold
2025 Q2	$623K	Hold
2025 Q1	$616K	Hold
2024 Q4	$561K	Hold
2024 Q3	$546K	Hold
2024 Q2	$470K	Buy