Position in TRV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$344,315
+$36,010 QoQ
Shares Held
1,043
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,231
of 1,829 holders
Holding Since
Mar 2024
10 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, 2026HCR Wealth Advisors holds $3,436,349 across 3 Insurance - Property & Casualty names. TRV ranks #3 (10.0% of the industry book) .
All Filings in TRV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,315 | 1,043 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $308,305 | 1,057 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $303,692 | 1,047 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $285,642 | 1,023 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $273,693 | 1,023 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $270,542 | 1,023 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $246,430 | 1,023 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $239,504 | 1,023 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $208,016 | 1,023 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $235,433 | 1,023 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||