Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$427,175
+$54,117 QoQ
Shares Held
1,294
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,123
of 1,828 holders
Holding Since
Jun 2024
9 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, 2026Stratos Wealth Advisors, LLC holds $3,870,179 across 5 Insurance - Property & Casualty names. TRV ranks #2 (11.0% of the industry book) .
All Filings in TRV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,175 | 1,294 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $373,058 | 1,279 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $330,088 | 1,138 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $361,031 | 1,293 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $295,631 | 1,105 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $314,442 | 1,189 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $264,497 | 1,098 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $270,642 | 1,156 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $238,924 | 1,175 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||