Position in TRV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$313,614
+$34,477 QoQ
Shares Held
950
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,289
of 1,829 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026McLean Asset Management Corp holds $980,594 across 3 Insurance - Property & Casualty names. TRV ranks #2 (32.0% of the industry book) .
All Filings in TRV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,614 | 950 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $279,137 | 957 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $290,060 | 1,000 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $281,732 | 1,009 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $282,254 | 1,055 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $273,980 | 1,036 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $246,189 | 1,022 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $232,247 | 992 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $200,289 | 985 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $223,005 | 969 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||