Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$502,772
+$58,544 QoQ
Shares Held
1,523
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,053
of 1,829 holders
Holding Since
Dec 2022
12 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, 2026PATTEN & PATTEN INC/TN holds $29,984,140 across 3 Insurance - Property & Casualty names. TRV ranks #2 (1.7% of the industry book) .
All Filings in TRV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,772 | 1,523 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $444,228 | 1,523 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $441,761 | 1,523 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $337,297 | 1,208 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $321,315 | 1,201 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $317,616 | 1,201 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $289,308 | 1,201 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $236,929 | 1,012 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $215,947 | 1,062 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $244,408 | 1,062 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $202,300 | 1,062 | Shares | Sole | 2024-01-23 | |
| 2022-12-31 | $217,863 | 1,162 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||