Position in TRV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$14,269,767
+$13,029,544 QoQ
Shares Held
43,226
+916.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#255
of 1,829 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Derivatives in TRV
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$48,993
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $15,034,075 across 3 Insurance - Property & Casualty names. TRV ranks #1 (94.9% of the industry book) .
All Filings in TRV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,269,767 | 43,226 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,240,223 | 4,252 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,670,636 | 26,445 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,350,194 | 8,417 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,928,483 | 25,897 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,469,484 | 24,463 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,221,662 | 13,374 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,109,260 | 4,738 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,407,827 | 26,595 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,921,041 | 25,728 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $769,579 | 4,040 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $48,993 | 300 | Put | Sole | 2023-11-03 | |
| 2023-09-30 | $1,328,363 | 8,134 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,408,729 | 8,112 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $10,354,878 | 60,410 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,183,061 | 6,310 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,204,611 | 7,863 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $9,757,447 | 57,692 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $10,324,793 | 56,503 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,332,656 | 46,875 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,572,769 | 16,925 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,724,074 | 44,914 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,791,001 | 38,504 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $4,981,590 | 35,489 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,896,138 | 45,255 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||