Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$428,165
+$79,025 QoQ
Shares Held
1,297
+8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,122
of 1,829 holders
Holding Since
Mar 2020
26 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, 2026Mayfair Advisory Group, LLC holds $995,762 across 3 Insurance - Property & Casualty names. TRV ranks #1 (43.0% of the industry book) .
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,165 | 1,297 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $349,140 | 1,197 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $346,621 | 1,195 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $333,109 | 1,193 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $318,372 | 1,190 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $314,178 | 1,188 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $294,608 | 1,223 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $285,626 | 1,220 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $250,311 | 1,231 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $283,302 | 1,231 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $379,837 | 1,994 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $363,854 | 2,228 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $396,292 | 2,282 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $333,735 | 1,947 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $350,231 | 1,868 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $317,890 | 2,075 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $351,452 | 2,078 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $368,566 | 2,017 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $440,976 | 2,819 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $444,477 | 2,924 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $422,032 | 2,819 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $410,742 | 2,731 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $512,210 | 3,649 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $363,193 | 3,357 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $338,158 | 2,965 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $293,777 | 2,957 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||