Keel Point, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1386935 HUNTSVILLE, AL

Position in TRV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$415,290

+$89,192 QoQ

Shares Held

1,258

+12.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,142

of 1,829 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

Keel Point, LLC holds $3,156,942 across 5 Insurance - Property & Casualty names. TRV ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	3,265	$1,112,516
2	PGR	Progressive Corp/Oh/	3,611	$788,822
3	ALL	Allstate Corp	2,589	$616,026
4	TRV	Travelers Companies, Inc. This page	1,258	$415,290
5	RLI	Rli Corp	3,797	$224,288

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$415,290	1,258	+12.5%	Shares	Sole	2026-08-14
2026-03-31	$326,098	1,118	-13.4%	Shares	Sole	2026-06-01
2025-12-31	$374,467	1,291	+4.4%	Shares	Sole	2026-02-12
2025-09-30	$345,115	1,236	+3.8%	Shares	Sole	2025-12-16
2025-06-30	$318,640	1,191	+33.8%	Shares	Sole	2025-08-15
2025-03-31	$235,369	890	+5.2%	Shares	Sole	2025-05-15
2024-12-31	$203,792	846	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.