Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$327,809
+$66,756 QoQ
Shares Held
993
+10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,266
of 1,829 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $1,502,432 across 3 Insurance - Property & Casualty names. TRV ranks #3 (21.8% 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 | $327,809 | 993 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $261,053 | 895 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $254,092 | 876 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $268,609 | 962 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $235,970 | 882 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $233,782 | 884 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $208,610 | 866 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $202,747 | 866 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||