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

Heritage Wealth Management (Ohio)’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$623K Hold
2,330
– – 0.2% 113
2025
Q1 		$616K Hold
2,330
– – 0.21% 113
2024
Q4 		$561K Hold
2,330
– – 0.19% 124
2024
Q3 		$546K Hold
2,330
– – 0.18% 129
2024
Q2 		$470K Buy
+2,330
New +$470K 0.16% 137