Position in TRV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$349,597
+$25,833 QoQ
Shares Held
1,059
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,229
of 1,829 holders
Holding Since
Dec 2021
7 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, 2026Cornerstone Advisory, LLC holds $1,165,059 across 3 Insurance - Property & Casualty names. TRV ranks #2 (30.0% of the industry book) .
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,597 | 1,059 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $323,764 | 1,110 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $313,844 | 1,082 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $299,044 | 1,071 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $274,496 | 1,026 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $270,542 | 1,023 | Shares | Sole | 2025-05-07 | |
| 2021-12-31 | $75,555 | 483 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||