Position in TRV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$394,351
-$50,891 QoQ
Shares Held
1,352
-11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Athena Investment Management holds $236,366 across 1 Insurance - Property & Casualty name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTM |
White Mountains Insurance Group Ltd
|
114 | $236,366 |
All Filings in TRV
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $394,351 | 1,352 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $445,242 | 1,535 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $466,855 | 1,672 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $459,633 | 1,718 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $504,589 | 1,908 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $472,867 | 1,963 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $459,577 | 1,963 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $399,156 | 1,963 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $452,455 | 1,966 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $374,503 | 1,966 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $321,067 | 1,966 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $324,049 | 1,866 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $320,193 | 1,868 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $350,231 | 1,868 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $286,177 | 1,868 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $315,934 | 1,868 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $341,339 | 1,868 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||