Position in TRV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$315,594
-$46,876 QoQ
Shares Held
956
-39.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,286
of 1,829 holders
Holding Since
Dec 2023
3 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, 2026ASPIRIANT, LLC holds $6,257,251 across 4 Insurance - Property & Casualty names. TRV ranks #3 (5.0% of the industry book) .
All Filings in TRV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,594 | 956 | Shares | Sole | 2026-07-20 | |
| 2024-03-31 | $362,470 | 1,575 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $256,018 | 1,344 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||