Position in TRV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$297,108
+$32,263 QoQ
Shares Held
900
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,319
of 1,829 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Bragg Financial Advisors, Inc holds $92,277,101 across 5 Insurance - Property & Casualty names. TRV ranks #4 (0.3% of the industry book) .
All Filings in TRV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,108 | 900 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $264,845 | 908 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $287,739 | 992 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $276,986 | 992 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $265,399 | 992 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $262,344 | 992 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $238,962 | 992 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $242,548 | 1,036 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||