Position in TRV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$274,329
+$71,320 QoQ
Shares Held
831
+19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,364
of 1,829 holders
Holding Since
Dec 2024
7 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, 2026Revolve Wealth Partners, LLC holds $1,576,909 across 4 Insurance - Property & Casualty names. TRV ranks #3 (17.4% of the industry book) .
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,329 | 831 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $203,009 | 696 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $232,628 | 802 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $225,609 | 808 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $230,619 | 862 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $238,542 | 902 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $276,059 | 1,146 | Shares | Sole | 2025-03-19 | |
| No filing history on record for this holder in this stock. | ||||||