Position in TRV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$373,365
+$11,391 QoQ
Shares Held
1,131
-8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,199
of 1,829 holders
Holding Since
Dec 2025
3 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, 2026Bison Wealth, LLC holds $1,385,531 across 3 Insurance - Property & Casualty names. TRV ranks #2 (26.9% of the industry book) .
All Filings in TRV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,365 | 1,131 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $361,974 | 1,241 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $373,307 | 1,287 | Shares | Sole | 2026-03-24 | |
| No filing history on record for this holder in this stock. | ||||||