BankPlus Trust Department

Position in TRV — Travelers Companies, Inc.

CIK 2047270 JACKSON, MS

Position in TRV

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$341,344

+$51,998 QoQ

Shares Held

1,034

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,235

of 1,829 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BankPlus Trust Department holds $7,036,596 across 6 Insurance - Property & Casualty names. TRV ranks #3 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	24,881	$5,435,254
2	ALL	Allstate Corp	4,114	$978,885
3	TRV	Travelers Companies, Inc. This page	1,034	$341,344
4	CB	Chubb Ltd	803	$273,614
5	THG	Hanover Insurance Group, Inc.	28	$5,995
6	PRCH	Porch Group, Inc.	100	$1,504

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$341,344	1,034	+4.2%	Shares	Sole	2026-07-28
2026-03-31	$289,346	992	+32.3%	Shares	Sole	2026-05-11
2025-12-31	$217,545	750	0.0%	Shares	Sole	2026-01-27
2025-09-30	$209,415	750	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.