Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,715,567
+$566,469 QoQ
Shares Held
8,226
+11.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#541
of 1,829 holders
Holding Since
Dec 2020
23 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, 2026Venture Visionary Partners LLC holds $36,750,122 across 5 Insurance - Property & Casualty names. TRV ranks #4 (7.4% of the industry book) .
All Filings in TRV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,715,567 | 8,226 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,149,098 | 7,368 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,127,590 | 7,335 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,065,390 | 7,397 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,977,655 | 7,392 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,953,566 | 7,387 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,712,005 | 7,107 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $1,684,727 | 7,196 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,489,668 | 7,326 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,624,097 | 7,057 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,351,145 | 7,093 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,141,536 | 6,990 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,261,813 | 7,266 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,214,611 | 7,086 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,338,116 | 7,137 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,095,533 | 7,151 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,088,520 | 6,436 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,179,887 | 6,457 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,015,543 | 6,492 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $979,552 | 6,444 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,003,057 | 6,700 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $985,120 | 6,550 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $650,053 | 4,631 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||