Moss Adams Wealth Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
Other funds holding TRV
Moss Adams Wealth Advisors's TRV Position: Q2 2026 in Review
Moss Adams Wealth Advisors increased its Travelers Companies (TRV) stake by 3% in Q2 2026, buying an estimated $6.36K and bringing the position to 732 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #255.
Moss Adams Wealth Advisors first reported a position in TRV in Q1 2026 and has held it in 2 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.
- Moss Adams Wealth Advisors held 732 shares of Travelers Companies worth $242K as of Q2 2026.
- Moss Adams Wealth Advisors bought 21 Travelers Companies shares in Q2 2026, an estimated $6.36K.
- Travelers Companies made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #255 holding.
- Moss Adams Wealth Advisors first reported a position in Travelers Companies in Q1 2026 and has held it in 2 quarters since.
- 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.
Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.