Position in TRV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$396,144
+$35,045 QoQ
Shares Held
1,200
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,170
of 1,829 holders
Holding Since
Sep 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, 2026Syverson Strege & Co holds $1,275,220 across 4 Insurance - Property & Casualty names. TRV ranks #1 (31.1% 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 | $396,144 | 1,200 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $361,099 | 1,238 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $363,735 | 1,254 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $361,869 | 1,296 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $372,683 | 1,393 | Shares | Sole | 2025-08-04 | |
| 2023-03-31 | $5,142 | 30 | Shares | Sole | 2023-05-03 | |
| 2021-09-30 | $11,248 | 74 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||