Position in TRV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$32,976,677
+$3,626,377 QoQ
Shares Held
99,893
-0.7% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#152
of 1,829 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026GW HENSSLER & ASSOCIATES LTD holds $62,009,485 across 3 Insurance - Property & Casualty names. TRV ranks #1 (53.2% of the industry book) .
All Filings in TRV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,976,677 | 99,893 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $29,350,300 | 100,625 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,908,376 | 103,111 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $29,994,650 | 107,423 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $28,577,285 | 106,815 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $28,714,802 | 108,579 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,234,848 | 108,908 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $25,877,517 | 110,531 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $22,567,079 | 110,982 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $26,099,717 | 113,408 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $22,150,748 | 116,283 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $19,139,605 | 117,198 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $20,549,187 | 118,330 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $20,292,887 | 118,388 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $22,336,808 | 119,136 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $18,238,153 | 119,048 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $20,137,125 | 119,063 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $21,974,013 | 120,254 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $18,768,002 | 119,977 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $18,269,625 | 120,187 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $20,475,686 | 136,769 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $20,328,816 | 135,165 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $19,188,017 | 136,696 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $14,822,354 | 137,003 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $15,494,490 | 135,857 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $13,213,251 | 132,997 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||