Position in TRV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$213,587
-$12,261 QoQ
Shares Held
647
-24.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,520
of 1,829 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026First Western Trust Bank holds $2,240,838 across 4 Insurance - Property & Casualty names. TRV ranks #4 (9.5% 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 | $213,587 | 647 | Shares | Sole | 2026-07-29 | |
| 2025-03-31 | $225,848 | 854 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $205,720 | 854 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||