MOODY LYNN LIEBERSON & WALKER, LLC

Position in TRV — Travelers Companies, Inc.

CIK 938592 BOSTON, MA

Position in TRV

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$671,464

+$69,145 QoQ

Shares Held

2,034

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#945

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MOODY LYNN LIEBERSON & WALKER, LLC holds $3,140,278 across 6 Insurance - Property & Casualty names. TRV ranks #1 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	2,034	$671,464
2	CB	Chubb Ltd	1,941	$661,376
3	WRB	Berkley W R Corp	8,712	$614,457
4	ALL	Allstate Corp	1,911	$454,703
5	L	Loews Corp	3,614	$409,140
6	AFG	American Financial Group Inc	2,352	$329,138

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$671,464	2,034	-1.5%	Shares	Sole	2026-07-20
2026-03-31	$602,319	2,065	+0.1%	Shares	Sole	2026-04-13
2025-12-31	$598,103	2,062	+0.0%	Shares	Sole	2026-01-15
2025-09-30	$575,472	2,061	-10.9%	Shares	Sole	2025-10-20
2025-06-30	$618,552	2,312	+0.7%	Shares	Sole	2025-07-17
2025-03-31	$607,464	2,297	+0.3%	Shares	Sole	2025-04-28
2024-12-31	$551,638	2,290	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$534,730	2,284	-0.6%	Shares	Sole	2024-10-23
2024-06-30	$467,071	2,297	0.0%	Shares	Sole	2024-07-25
2024-03-31	$528,631	2,297	0.0%	Shares	Sole	2024-04-23
2023-12-31	$437,555	2,297	0.0%	Shares	Sole	2024-01-24
2023-09-30	$375,123	2,297	+6.0%	Shares	Sole	2023-10-24
2023-06-30	$376,321	2,167	0.0%	Shares	Sole	2023-07-27
2023-03-31	$371,445	2,167	-10.4%	Shares	Sole	2023-05-02
2022-12-31	$453,350	2,418	0.0%	Shares	Sole	2023-02-01
2022-09-30	$370,437	2,418	-4.3%	Shares	Sole	2022-10-26
2022-06-30	$427,391	2,527	0.0%	Shares	Sole	2022-07-28
2022-03-31	$461,758	2,527	+2.0%	Shares	Sole	2022-04-27
2021-12-31	$387,477	2,477	-0.7%	Shares	Sole	2022-01-26
2021-09-30	$379,112	2,494	+3.0%	Shares	Sole	2021-10-26
2021-06-30	$362,597	2,422	-0.0%	Shares	Sole	2021-07-28
2021-03-31	$364,419	2,423	0.0%	Shares	Sole	2021-04-23
2020-12-31	$340,116	2,423	0.0%	Shares	Sole	2021-01-26
2020-09-30	$262,144	2,423	0.0%	Shares	Sole	2020-10-28
2020-06-30	$276,343	2,423	-18.6%	Shares	Sole	2020-07-24
2020-03-31	$295,864	2,978	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.