Modera Wealth Management, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1542143 WESTWOOD, NJ

Position in TRV

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$764,557

+$158,738 QoQ

Shares Held

2,316

+11.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#895

of 1,829 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $3,963,107 across 5 Insurance - Property & Casualty names. TRV ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	L	Loews Corp	15,001	$1,698,263
2	TRV	Travelers Companies, Inc. This page	2,316	$764,557
3	CB	Chubb Ltd	2,190	$746,220
4	ALL	Allstate Corp	2,251	$535,602
5	CINF	Cincinnati Financial Corp	1,180	$218,465

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$764,557	2,316	+11.5%	Shares	Sole	2026-08-03
2026-03-31	$605,819	2,077	-14.5%	Shares	Sole	2026-05-06
2025-12-31	$704,265	2,428	-0.8%	Shares	Sole	2026-01-21
2025-09-30	$683,530	2,448	+5.7%	Shares	Sole	2025-10-31
2025-06-30	$619,622	2,316	+4.9%	Shares	Sole	2025-08-06
2025-03-31	$583,663	2,207	-7.5%	Shares	Sole	2025-05-08
2024-12-31	$574,522	2,385	+29.8%	Shares	Sole	2025-02-06
2024-09-30	$430,312	1,838	+1.2%	Shares	Sole	2024-10-24
2024-06-30	$369,265	1,816	-39.9%	Shares	Sole	2024-07-29
2024-03-31	$695,713	3,023	-1.0%	Shares	Sole	2024-05-14
2023-12-31	$581,946	3,055	-0.8%	Shares	Sole	2024-02-14
2023-09-30	$503,158	3,081	+1.4%	Shares	Sole	2023-11-30
2023-06-30	$527,405	3,037	+30.6%	Shares	Sole	2023-08-07
2023-03-31	$398,699	2,326	-0.4%	Shares	Sole	2023-05-05
2022-12-31	$437,976	2,336	+0.4%	Shares	Sole	2023-02-07
2022-09-30	$356,343	2,326	-1.2%	Shares	Sole	2022-11-01
2022-06-30	$398,132	2,354	+0.8%	Shares	Sole	2022-07-27
2022-03-31	$426,674	2,335	-64.0%	Shares	Sole	2022-05-03
2021-12-31	$1,014,135	6,483	+163.2%	Shares	Sole	2022-02-04
2021-09-30	$374,400	2,463	+31.6%	Shares	Sole	2021-11-04
2021-06-30	$280,257	1,872	+1.6%	Shares	Sole	2021-08-02
2021-03-31	$277,187	1,843	-27.2%	Shares	Sole	2021-04-29
2020-12-31	$355,136	2,530	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.