Position in TRV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$327,809
+$41,671 QoQ
Shares Held
993
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,267
of 1,829 holders
Holding Since
Mar 2022
17 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, 2026SFMG, LLC holds $1,143,135 across 3 Insurance - Property & Casualty names. TRV ranks #2 (28.7% of the industry book) .
All Filings in TRV
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,809 | 993 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $286,138 | 981 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $284,258 | 980 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $272,797 | 977 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $259,513 | 970 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $256,526 | 970 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $237,517 | 986 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $230,842 | 986 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $237,704 | 1,169 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $289,746 | 1,259 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $234,493 | 1,231 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $201,524 | 1,234 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $213,428 | 1,229 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $207,063 | 1,208 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $226,487 | 1,208 | Shares | Sole | 2023-01-25 | |
| 2022-06-30 | $204,309 | 1,208 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $220,737 | 1,208 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||