Position in TRV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,363,064
+$140,634 QoQ
Shares Held
4,129
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#729
of 1,829 holders
Holding Since
Sep 2020
7 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, 2026Perpetual Ltd holds $6,187,689 across 5 Insurance - Property & Casualty names. TRV ranks #2 (22.0% of the industry book) .
All Filings in TRV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,363,064 | 4,129 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,222,430 | 4,191 | Shares | Sole | 2026-04-14 | |
| 2024-12-31 | $237,035 | 984 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $230,374 | 984 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $200,086 | 984 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $217,252 | 944 | Shares | Sole | 2024-04-16 | |
| 2020-09-30 | $40,787 | 377 | Shares | Sole | 2020-12-08 | |
| No filing history on record for this holder in this stock. | ||||||