Position in TRV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$118,513
+$13,800 QoQ
Shares Held
359
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,588
of 1,829 holders
Holding Since
Mar 2024
10 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, 2026FIRST UNITED BANK & TRUST holds $306,413 across 6 Insurance - Property & Casualty names. TRV ranks #2 (38.7% of the industry book) .
All Filings in TRV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,513 | 359 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $104,713 | 359 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $104,131 | 359 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $100,239 | 359 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $96,046 | 359 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $94,940 | 359 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $87,683 | 364 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $85,219 | 364 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $74,015 | 364 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $83,770 | 364 | Shares | Defined | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||