Position in TRV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,122,077
+$230,120 QoQ
Shares Held
3,399
+11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#774
of 1,829 holders
Holding Since
Mar 2020
25 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, 2026CWA Asset Management Group, LLC holds $4,313,511 across 6 Insurance - Property & Casualty names. TRV ranks #2 (26.0% of the industry book) .
All Filings in TRV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,077 | 3,399 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $891,957 | 3,058 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $819,999 | 2,827 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $782,653 | 2,803 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $746,169 | 2,789 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $624,654 | 2,362 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $570,186 | 2,367 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $442,720 | 1,891 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $410,569 | 1,784 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $338,691 | 1,778 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $267,991 | 1,641 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $287,233 | 1,654 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $417,383 | 2,435 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $452,600 | 2,414 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $368,905 | 2,408 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $399,485 | 2,362 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $430,877 | 2,358 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $293,306 | 1,875 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $284,562 | 1,872 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $277,412 | 1,853 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $279,443 | 1,858 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $261,228 | 1,861 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $283,782 | 2,623 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $299,153 | 2,623 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $259,700 | 2,614 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||