Basepoint Wealth LLC

Position in TRV — Travelers Companies, Inc.

CIK 2088236 CEDAR RAPIDS, IA

Position in TRV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$22,778

-$556 QoQ

Shares Held

-13.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,684

of 1,799 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Basepoint Wealth LLC holds $108,731 across 8 Insurance - Property & Casualty names. TRV ranks #3 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UFCS	United Fire Group Inc	716	$37,547
2	MKL	Markel Group Inc.	15	$29,295
3	TRV	Travelers Companies, Inc. This page	69	$22,778
4	AIZ	Assurant, Inc.	42	$11,278
5	PGR	Progressive Corp/Oh/	19	$4,150
6	CB	Chubb Ltd	4	$1,362
7	ALL	Allstate Corp	5	$1,189
8	L	Loews Corp	10	$1,132

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,778	69	-13.8%	Shares	Sole	2026-08-10
2026-03-31	$23,334	80	+1.3%	Shares	Sole	2026-05-07
2025-12-31	$22,914	79	-92.9%	Shares	Sole	2026-02-10
2023-12-31	$212,777	1,117	-34.7%	Shares	Sole	2025-10-16
2023-09-30	$279,423	1,711	-0.2%	Shares	Sole	2025-10-16
2023-06-30	$297,826	1,715	+0.6%	Shares	Sole	2025-10-15
2023-03-31	$292,082	1,704	-0.9%	Shares	Sole	2025-10-10
2022-12-31	$322,482	1,720	+2.0%	Shares	Sole	2025-10-09
2022-09-30	$258,448	1,687	-5.4%	Shares	Sole	2025-10-09
2022-06-30	$301,558	1,783	-3.3%	Shares	Sole	2025-10-09
2022-03-31	$336,771	1,843	-4.9%	Shares	Sole	2025-10-09
2021-12-31	$303,161	1,938	—	Shares	Sole	2025-10-09
No filing history on record for this holder in this stock.