Position in TRV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$309,322
+$67,228 QoQ
Shares Held
937
+12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,296
of 1,829 holders
Holding Since
Mar 2025
6 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, 2026Winthrop Advisory Group LLC holds $1,148,992 across 3 Insurance - Property & Casualty names. TRV ranks #2 (26.9% of the industry book) .
All Filings in TRV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,322 | 937 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $242,094 | 830 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $239,588 | 826 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $227,005 | 813 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $216,172 | 808 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $213,683 | 808 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||