Heritage Financial Services, LLC Travelers Companies, Inc. Transaction History
Heritage Financial Services, LLC
- $1.09 Billion
- Q3 2025
A detailed history of Heritage Financial Services, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Heritage Financial Services, LLC holds 752 shares of TRV stock, worth $216,042. This represents 0.02% of its overall portfolio holdings.
Number of Shares
752
Previous 752
-0.0%
Holding current value
$216,042
Previous $201,000
3.98%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding TRV
# of Institutions
1,880Shares Held
172MCall Options Held
633KPut Options Held
484K-
Vanguard Group Inc Valley Forge, PA22MShares$6.32 Billion0.1% of portfolio
-
Black Rock Inc. New York, NY20.2MShares$5.8 Billion0.09% of portfolio
-
State Street Corp Boston, MA15.5MShares$4.46 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY7.75MShares$2.23 Billion0.14% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD5.74MShares$1.65 Billion0.17% of portfolio
About TRAVELERS COMPANIES, INC.
- Ticker TRV
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Property & Casualty
- Shares Outstandng 234,348,000
- Market Cap $67.3B
- 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 ...