Position in TRV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,682,291
+$192,682 QoQ
Shares Held
5,096
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#670
of 1,828 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, 2026Joel Isaacson & Co., LLC holds $4,944,530 across 4 Insurance - Property & Casualty names. TRV ranks #2 (34.0% 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 | $1,682,291 | 5,096 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,489,609 | 5,107 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,481,046 | 5,106 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,425,418 | 5,105 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,353,217 | 5,058 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,349,539 | 5,103 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,227,334 | 5,095 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $747,779 | 3,194 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $651,298 | 3,203 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $713,664 | 3,101 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $596,233 | 3,130 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $494,176 | 3,026 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $542,340 | 3,123 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $535,142 | 3,122 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $646,465 | 3,448 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $528,080 | 3,447 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $582,821 | 3,446 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $629,687 | 3,446 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $538,588 | 3,443 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $528,538 | 3,477 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $456,765 | 3,051 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $458,720 | 3,050 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $428,128 | 3,050 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $329,979 | 3,050 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $347,852 | 3,050 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $303,017 | 3,050 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||