Position in TRV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,166
+$1,999 QoQ
Shares Held
52
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,740
of 1,829 holders
Holding Since
Jun 2025
5 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, 2026RMG Wealth Management LLC holds $327,131 across 4 Insurance - Property & Casualty names. TRV ranks #2 (5.2% of the industry book) .
All Filings in TRV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,166 | 52 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,167 | 52 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,083 | 52 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,519 | 52 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $13,912 | 52 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||