Position in TRV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$245,609
+$28,016 QoQ
Shares Held
744
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,426
of 1,829 holders
Holding Since
Mar 2020
9 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, 2026Parisi Gray Wealth Management holds $1,761,414 across 3 Insurance - Property & Casualty names. TRV ranks #3 (13.9% 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 | $245,609 | 744 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $217,593 | 746 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $215,804 | 744 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $207,181 | 742 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $203,105 | 768 | Shares | Sole | 2025-04-14 | |
| 2024-03-31 | $204,594 | 889 | Shares | Sole | 2024-04-15 | |
| 2021-06-30 | $110,635 | 739 | Shares | Sole | 2021-08-13 | |
| 2020-06-30 | $481,291 | 4,220 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $425,218 | 4,280 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||