Forvis Mazars Wealth Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1352864 Springfield, MO

Position in TRV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,669,547

+$546,359 QoQ

Shares Held

14,145

+0.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#425

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $7,116,295 across 4 Insurance - Property & Casualty names. TRV ranks #1 (65.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	14,145	$4,669,547
2	ALL	Allstate Corp	6,069	$1,444,057
3	CB	Chubb Ltd	2,113	$719,983
4	CINF	Cincinnati Financial Corp	1,527	$282,708

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,669,547	14,145	+0.1%	Shares	Sole	2026-08-10
2026-03-31	$4,123,188	14,136	+1.6%	Shares	Sole	2026-05-01
2025-12-31	$4,034,154	13,908	-2.9%	Shares	Sole	2026-02-10
2025-09-30	$3,999,547	14,324	-3.1%	Shares	Sole	2025-10-30
2025-06-30	$3,952,903	14,775	-2.0%	Shares	Sole	2025-07-29
2025-03-31	$3,987,792	15,079	+6.5%	Shares	Sole	2025-05-13
2024-12-31	$3,410,520	14,158	-3.3%	Shares	Sole	2025-02-04
2024-09-30	$3,427,516	14,640	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$2,991,334	14,711	+1.2%	Shares	Sole	2024-08-09
2024-03-31	$3,345,084	14,535	+0.1%	Shares	Sole	2024-04-19
2023-12-31	$2,765,533	14,518	-4.9%	Shares	Sole	2024-01-11
2023-09-30	$2,492,273	15,261	-33.4%	Shares	Sole	2023-10-26
2023-06-30	$3,979,245	22,914	+61.0%	Shares	Sole	2023-08-08
2023-03-31	$2,439,849	14,234	+2.6%	Shares	Sole	2023-04-27
2022-12-31	$2,602,361	13,880	-2.0%	Shares	Sole	2023-02-03
2022-09-30	$2,169,771	14,163	+0.0%	Shares	Sole	2022-10-14
2022-06-30	$2,394,880	14,160	+1.9%	Shares	Sole	2022-07-22
2022-03-31	$2,540,312	13,902	+12.2%	Shares	Sole	2022-05-10
2021-12-31	$1,938,480	12,392	+5.2%	Shares	Sole	2022-01-14
2021-09-30	$1,791,133	11,783	+4.5%	Shares	Sole	2021-10-14
2021-06-30	$1,687,980	11,275	+3.5%	Shares	Sole	2021-07-14
2021-03-31	$1,638,006	10,891	-2.1%	Shares	Sole	2021-04-23
2020-12-31	$1,560,774	11,119	+19.2%	Shares	Sole	2021-01-22
2020-09-30	$1,009,304	9,329	+13.5%	Shares	Sole	2020-11-05
2020-06-30	$937,605	8,221	+124.9%	Shares	Sole	2020-07-15
2020-03-31	$363,124	3,655	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.