Position in TRV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$332,100
+$52,671 QoQ
Shares Held
1,006
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,253
of 1,825 holders
Holding Since
Sep 2024
8 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, 2026United Advisor Group, LLC holds $3,798,428 across 4 Insurance - Property & Casualty names. TRV ranks #4 (8.7% 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 | $332,100 | 1,006 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $279,429 | 958 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $282,228 | 973 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $269,447 | 965 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $333,087 | 1,245 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $323,170 | 1,222 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $403,249 | 1,674 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $313,252 | 1,338 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||