Key facts
- Status: Acquired/Merged (Operating Subsidiary).
- ·Watchlist + deal alerts for Treloar & Heisel
- ·The full record, as it builds
Funding rounds
No funding rounds for Treloar & Heisel are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Treloar & Heisel
Provider of insurance and financial services intended to serve the medical and dental industry. The company offers life & disability insurance, property and casualty insurance, wealth management, loan protection, and financial planning.
- Sector
- Financial Services
- HQ
- New Castle, PA, United States
- Employees
- 79
- Website
- treloaronline.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Treloar & Heisel doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Treloar & Heisel shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Treloar & Heisel in its N-PORT filings yet. We sweep new filings monthly.