Keebeck Wealth Management

Position in TRV — Travelers Companies, Inc.

CIK 1803675 Chicago, IL

Position in TRV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$652,977

+$336,213 QoQ

Shares Held

1,978

+82.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#957

of 1,829 holders

Holding Since

Jun 2020

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keebeck Wealth Management holds $2,346,569 across 5 Insurance - Property & Casualty names. TRV ranks #1 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	1,978	$652,977
2	PLMR	Palomar Holdings, Inc.	4,809	$607,809
3	ALL	Allstate Corp	2,504	$595,801
4	KNSL	Kinsale Capital Group, Inc.	767	$252,964
5	PGR	Progressive Corp/Oh/	1,085	$237,018

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$652,977	1,978	+82.1%	Shares	Other	2026-08-11
2026-03-31	$316,764	1,086	+2615.0%	Shares	Other	2026-05-14
2020-06-30	$4,562	40	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.