Position in TRV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$519,278
+$47,924 QoQ
Shares Held
1,573
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,035
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, 2026Avestar Capital, LLC holds $2,964,863 across 5 Insurance - Property & Casualty names. TRV ranks #3 (17.5% 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 | $519,278 | 1,573 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $471,354 | 1,616 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $462,645 | 1,595 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $443,401 | 1,588 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $295,364 | 1,104 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $292,492 | 1,106 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $317,974 | 1,320 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $273,686 | 1,169 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $232,010 | 1,141 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $240,956 | 1,047 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||