Position in TRV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$712,068
+$96,624 QoQ
Shares Held
2,157
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#925
of 1,829 holders
Holding Since
Dec 2023
8 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, 2026SAX WEALTH ADVISORS, LLC holds $1,784,796 across 3 Insurance - Property & Casualty names. TRV ranks #2 (39.9% of the industry book) .
All Filings in TRV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,068 | 2,157 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $615,444 | 2,110 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $618,697 | 2,133 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $602,277 | 2,157 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $554,075 | 2,071 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $479,130 | 1,989 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $409,933 | 2,016 | Shares | Sole | 2024-07-12 | |
| 2023-12-31 | $230,111 | 1,208 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||