Carmel Capital Partners, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1900481 SAN DIEGO, CA

Position in TRV

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

Position Value

$2,581,208

+$109,220 QoQ

Shares Held

7,819

-7.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#555

of 1,829 holders

Holding Since

Sep 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carmel Capital Partners, LLC holds $4,459,109 across 3 Insurance - Property & Casualty names. TRV ranks #1 (57.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	7,819	$2,581,208
2	MKL	Markel Group Inc.	612	$1,195,242
3	WRB	Berkley W R Corp	9,679	$682,659

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,581,208	7,819	-7.7%	Shares	Sole	2026-07-30
2026-03-31	$2,471,988	8,475	+1.3%	Shares	Sole	2026-04-30
2025-12-31	$2,425,771	8,363	+61.7%	Shares	Sole	2026-01-29
2025-09-30	$1,443,846	5,171	-28.1%	Shares	Sole	2025-10-30
2025-06-30	$1,924,147	7,192	+7803.3%	Shares	Sole	2025-07-29
2023-09-30	$14,861	91	—	Shares	Sole	2023-10-27
No filing history on record for this holder in this stock.