Moss Adams Wealth Advisors LLC

Position in TRV — Travelers Companies, Inc.

CIK 1661245 SEATTLE, WA

Position in TRV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$241,646

+$34,262 QoQ

Shares Held

732

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,438

of 1,829 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

Moss Adams Wealth Advisors LLC holds $1,859,784 across 4 Insurance - Property & Casualty names. TRV ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	2,478	$589,615
2	PGR	Progressive Corp/Oh/	2,523	$551,148
3	CB	Chubb Ltd	1,401	$477,375
4	TRV	Travelers Companies, Inc. This page	732	$241,646

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,646	732	+3.0%	Shares	Other	2026-07-27
2026-03-31	$207,384	711	—	Shares	Other	2026-04-23
No filing history on record for this holder in this stock.