Position in TRV
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,042,518
+$190,813 QoQ
Shares Held
3,158
+8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#798
of 1,829 holders
Holding Since
Mar 2024
8 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, 2026Pure Financial Advisors, LLC holds $4,072,761 across 6 Insurance - Property & Casualty names. TRV ranks #2 (25.6% of the industry book) .
All Filings in TRV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,042,518 | 3,158 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $851,705 | 2,920 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $789,833 | 2,723 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $650,861 | 2,331 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $576,816 | 2,156 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $277,683 | 1,050 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $200,420 | 832 | Shares | Sole | 2025-01-16 | |
| 2024-03-31 | $204,134 | 887 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||