Position in TRV
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$507,064
+$142,464 QoQ
Shares Held
1,536
+22.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,045
of 1,829 holders
Holding Since
Mar 2024
10 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, 2026Ruggaard & Associates LLC holds $1,748,886 across 3 Insurance - Property & Casualty names. TRV ranks #2 (29.0% 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 | $507,064 | 1,536 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $364,600 | 1,250 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $343,721 | 1,185 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $330,875 | 1,185 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $295,364 | 1,104 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $265,517 | 1,004 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $241,853 | 1,004 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $234,120 | 1,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $203,340 | 1,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $230,140 | 1,000 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||