Position in TRV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,973,456
-$221,435 QoQ
Shares Held
5,978
-20.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#626
of 1,829 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026First National Trust Co holds $4,926,428 across 4 Insurance - Property & Casualty names. TRV ranks #1 (40.1% 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 | $1,973,456 | 5,978 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,194,891 | 7,525 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,216,638 | 7,642 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,231,804 | 7,993 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $2,170,819 | 8,114 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,256,107 | 8,531 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $2,308,207 | 9,582 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,499,698 | 10,677 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,189,564 | 10,768 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,754,545 | 11,969 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,713,910 | 14,247 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,888,953 | 17,690 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,028,845 | 28,958 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,992,315 | 29,125 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $5,486,894 | 29,265 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,479,261 | 29,238 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $5,048,192 | 29,848 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,505,289 | 30,128 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,549,765 | 29,085 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,399,777 | 28,944 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $4,234,247 | 28,283 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,365,509 | 29,026 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,181,340 | 29,788 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,847,992 | 35,567 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $4,336,864 | 38,026 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,001,519 | 40,277 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||