Position in TRV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$82,860
+$9,649 QoQ
Shares Held
251
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,625
of 1,829 holders
Holding Since
Mar 2020
26 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, 2026MONETARY MANAGEMENT GROUP INC holds $2,347,246 across 4 Insurance - Property & Casualty names. TRV ranks #4 (3.5% 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 | $82,860 | 251 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $73,211 | 251 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $72,805 | 251 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $70,084 | 251 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $67,152 | 251 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $66,379 | 251 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $60,463 | 251 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $58,764 | 251 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $50,835 | 250 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $149,591 | 650 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $123,818 | 650 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $106,151 | 650 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $112,879 | 650 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $111,416 | 650 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $121,868 | 650 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $99,580 | 650 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $109,934 | 650 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $118,774 | 650 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $101,679 | 650 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $98,806 | 650 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $97,311 | 650 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $97,760 | 650 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $70,185 | 500 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $54,095 | 500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $57,025 | 500 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $49,675 | 500 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||