Position in TRV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,980,389
+$222,434 QoQ
Shares Held
5,999
-0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#623
of 1,829 holders
Holding Since
Mar 2020
26 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, 2026BSW Wealth Partners holds $3,900,252 across 4 Insurance - Property & Casualty names. TRV ranks #1 (50.8% 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 | $1,980,389 | 5,999 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,757,955 | 6,027 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,809,684 | 6,239 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,796,501 | 6,434 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,778,873 | 6,649 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,714,494 | 6,483 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,586,260 | 6,585 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,526,930 | 6,522 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,285,312 | 6,321 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,433,542 | 6,229 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,176,466 | 6,176 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $974,144 | 5,965 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,031,193 | 5,938 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,682,046 | 9,813 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,847,713 | 9,855 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,447,586 | 9,449 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,594,219 | 9,426 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,629,768 | 8,919 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,336,537 | 8,544 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,261,835 | 8,301 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,215,046 | 8,116 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,180,489 | 7,849 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,038,738 | 7,400 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $749,864 | 6,931 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $783,295 | 6,868 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $578,813 | 5,826 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||