A detailed history of Heritage Wealth Management, Inc. transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 2,330 shares of TRV stock, worth $565,747. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,330
Previous 2,330 -0.0%
Holding current value
$565,747
Previous $470 Million 15.98%
% of portfolio
0.18%
Previous 0.16%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 09, 2024

BUY
$203.34 - $230.89 $473,782 - $537,973
2,330 New
2,330 $470 Million

Others Institutions Holding TRV

About TRAVELERS COMPANIES, INC.


  • Ticker TRV
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 234,348,000
  • Market Cap $56.9B
  • Description
  • The Travelers Companies, Inc., through its subsidiaries, provides a range of commercial and personal property, and casualty insurance products and services to businesses, government units, associations, and individuals in the United states and internationally. The company operates through three segments: Business Insurance, Bond & Specialty ...
More about TRV
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.