Position in TRV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$49,518
+$5,766 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,663
of 1,829 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026ATWOOD & PALMER INC holds $164,846 across 5 Insurance - Property & Casualty names. TRV ranks #1 (30.0% of the industry book) .
All Filings in TRV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,518 | 150 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $43,752 | 150 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $43,509 | 150 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $41,883 | 150 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $63,674 | 238 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $62,941 | 238 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $57,331 | 238 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $55,720 | 238 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $48,394 | 238 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $131,870 | 573 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $109,150 | 573 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $93,576 | 573 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $99,507 | 573 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $42,509 | 248 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $46,497 | 248 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $37,993 | 248 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $41,944 | 248 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $45,317 | 248 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $38,794 | 248 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $37,698 | 248 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $37,128 | 248 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $37,299 | 248 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||