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Travelers Companies shares owned by Moss Adams Wealth Advisors

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Moss Adams Wealth Advisors from 13F filings

Historical chart of Moss Adams Wealth Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Moss Adams Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $207k 711 291.68

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr State Street Uti (XLU)
Vaneck Etf Trust Semiconductr Etf (SMH)
Dimensional Etf Trust Intl Core Equity (DFIC)
Select Sector Spdr Tr State Street Rea (XLRE)
Select Sector Spdr Tr State Street Com (XLC)
Global X Fds Cybrscurty Etf (BUG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Tr Russell 3000 Etf (IWV)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Moss Adams Wealth Advisors

Top funds holding Travelers Companies

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
Bank of America Corporation
Northern Trust
ClearBridge Advisors
Ubs Global Asset Management Americas
AQR Capital Management
UBS Group

View all funds holding Travelers Companies