Position in TRV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$501,981
+$400,316 QoQ
Shares Held
1,721
+352.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 3%
Shared 0%
None 96%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $4,234,481 across 3 Insurance - Property & Casualty names.
All Filings in TRV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $501,981 | 1,721 | Shares | Other | 2026-05-13 | |
| 2025-06-30 | $101,665 | 380 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $97,585 | 369 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $186,930 | 776 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $203,216 | 868 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $197,239 | 970 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $261,669 | 1,137 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $111,055 | 583 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||