Position in TRV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,109,429
+$286,112 QoQ
Shares Held
7,232
+15.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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, 2026SlateStone Wealth, LLC holds $3,490,169 across 3 Insurance - Property & Casualty names.
All Filings in TRV
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,109,429 | 7,232 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,823,317 | 6,286 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,673,644 | 5,994 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,551,999 | 5,801 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,465,637 | 5,542 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,329,471 | 5,519 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,255,351 | 5,362 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,034,593 | 5,088 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,016,528 | 4,417 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $808,249 | 4,243 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $702,396 | 4,301 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $660,776 | 3,805 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $688,896 | 4,019 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $509,972 | 2,720 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $329,073 | 2,148 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $352,974 | 2,087 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $219,458 | 1,201 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||