Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,462,431
+$209,083 QoQ
Shares Held
4,430
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#703
of 1,829 holders
Holding Since
Mar 2022
18 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, 2026NorthRock Partners, LLC holds $33,601,183 across 6 Insurance - Property & Casualty names. TRV ranks #2 (4.4% of the industry book) .
All Filings in TRV
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,462,431 | 4,430 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,253,348 | 4,297 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $928,482 | 3,201 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,493,827 | 5,350 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,030,564 | 3,852 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $892,288 | 3,374 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $767,234 | 3,185 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $736,307 | 3,145 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $627,100 | 3,084 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $707,220 | 3,073 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $639,474 | 3,357 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $254,763 | 1,560 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $234,093 | 1,348 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $232,089 | 1,354 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $275,985 | 1,472 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $201,917 | 1,318 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $287,521 | 1,700 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $245,954 | 1,346 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||