Position in TRV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$764,227
+$88,988 QoQ
Shares Held
2,315
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#895
of 1,828 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026LMCG INVESTMENTS, LLC holds $2,891,063 across 3 Insurance - Property & Casualty names. TRV ranks #2 (26.4% of the industry book) .
All Filings in TRV
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,227 | 2,315 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $675,239 | 2,315 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $671,488 | 2,315 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $651,141 | 2,332 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $623,902 | 2,332 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $612,224 | 2,315 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $557,659 | 2,315 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $639,147 | 2,730 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $555,117 | 2,730 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $628,282 | 2,730 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $520,989 | 2,735 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $446,652 | 2,735 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $524,799 | 3,022 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $519,714 | 3,032 | Shares | Other | 2023-05-05 | |
| 2022-12-31 | $568,469 | 3,032 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $464,502 | 3,032 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $529,714 | 3,132 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $572,309 | 3,132 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||