Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$485,936
+$56,875 QoQ
Shares Held
1,472
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,076
of 1,828 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $2,772,938 across 4 Insurance - Property & Casualty names. TRV ranks #3 (17.5% of the industry book) .
All Filings in TRV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,936 | 1,472 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $429,061 | 1,471 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $455,394 | 1,570 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $437,816 | 1,568 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $435,287 | 1,627 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $430,276 | 1,627 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $408,308 | 1,695 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $396,833 | 1,695 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||