Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$965,931
+$618,832 QoQ
Shares Held
2,926
+145.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#822
of 1,829 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026KINTRA WEALTH, LLC holds $1,999,814 across 3 Insurance - Property & Casualty names. TRV ranks #1 (48.3% of the industry book) .
All Filings in TRV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,931 | 2,926 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $347,099 | 1,190 | Shares | Sole | 2026-05-15 | |
| 2024-03-31 | $431,512 | 1,875 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $393,361 | 2,065 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $311,105 | 1,905 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $323,181 | 1,861 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $271,513 | 1,584 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $328,294 | 1,751 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $265,036 | 1,730 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $317,964 | 1,880 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $337,136 | 1,845 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $295,496 | 1,889 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||