Position in TRV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$249,900
+$27,349 QoQ
Shares Held
757
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,415
of 1,829 holders
Holding Since
Sep 2025
4 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, 2026JGP Wealth Management, LLC holds $779,848 across 3 Insurance - Property & Casualty names. TRV ranks #2 (32.0% of the industry book) .
All Filings in TRV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,900 | 757 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $222,551 | 763 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $221,315 | 763 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $213,044 | 763 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||