Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,224,942
-$821,395 QoQ
Shares Held
9,769
-30.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#504
of 1,837 holders
Holding Since
Dec 2023
10 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, 2026Icon Wealth Advisors, LLC holds $5,971,361 across 4 Insurance - Property & Casualty names. TRV ranks #1 (54.0% of the industry book) .
All Filings in TRV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,224,942 | 9,769 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $4,046,337 | 13,950 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,635,444 | 13,020 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,543,032 | 13,243 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,533,450 | 13,361 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,151,082 | 13,081 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,803,821 | 11,976 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,464,277 | 12,119 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,316,128 | 10,064 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,068,911 | 10,861 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||