MONETA GROUP INVESTMENT ADVISORS LLC

Position in TRV — Travelers Companies, Inc.

CIK 1120927 ST LOUIS, MO

Position in TRV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$591,244

+$27,135 QoQ

Shares Held

1,791

-7.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#997

of 1,829 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $7,139,866 across 7 Insurance - Property & Casualty names. TRV ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	12,003	$4,089,902
2	PGR	Progressive Corp/Oh/	4,525	$988,486
3	TRV	Travelers Companies, Inc. This page	1,791	$591,244
4	ALL	Allstate Corp	1,926	$458,272
5	MKL	Markel Group Inc.	212	$414,038
6	WTM	White Mountains Insurance Group Ltd	150	$311,008
7	WRB	Berkley W R Corp	4,068	$286,916

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$591,244	1,791	-7.4%	Shares	Sole	2026-08-14
2026-03-31	$564,109	1,934	-7.3%	Shares	Sole	2026-05-12
2025-12-31	$605,065	2,086	+10.7%	Shares	Sole	2026-02-12
2025-09-30	$526,329	1,885	-4.8%	Shares	Sole	2025-11-14
2025-06-30	$529,996	1,981	+25.5%	Shares	Sole	2025-08-14
2025-03-31	$417,582	1,579	-10.8%	Shares	Sole	2025-05-15
2024-12-31	$426,375	1,770	+3.0%	Shares	Sole	2025-02-11
2024-09-30	$402,218	1,718	+22.5%	Shares	Sole	2024-11-12
2024-06-30	$285,286	1,403	+2.5%	Shares	Sole	2024-08-13
2024-03-31	$315,061	1,369	-2.7%	Shares	Sole	2024-08-13
2023-12-31	$268,019	1,407	+14.5%	Shares	Sole	2024-02-15
2023-09-30	$200,707	1,229	-7.6%	Shares	Sole	2023-11-15
2023-06-30	$230,967	1,330	+9.9%	Shares	Sole	2023-08-15
2023-03-31	$207,406	1,210	-31.6%	Shares	Sole	2023-05-15
2021-06-30	$264,986	1,770	+1.2%	Shares	Sole	2021-08-13
2021-03-31	$263,049	1,749	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.