Position in TRV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$425,194
+$63,803 QoQ
Shares Held
1,288
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,129
of 1,829 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Wealth Architects, LLC holds $1,106,201 across 3 Insurance - Property & Casualty names. TRV ranks #1 (38.4% of the industry book) .
All Filings in TRV
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,194 | 1,288 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $361,391 | 1,239 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $367,215 | 1,266 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $349,862 | 1,253 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $332,284 | 1,242 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $332,690 | 1,258 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $291,476 | 1,210 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $286,328 | 1,223 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $246,651 | 1,213 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $275,707 | 1,198 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $227,445 | 1,194 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $200,054 | 1,225 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $209,260 | 1,205 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $207,577 | 1,211 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $227,050 | 1,211 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $204,478 | 1,209 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $214,159 | 1,172 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||