Position in TRV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,593,489
+$246,511 QoQ
Shares Held
4,827
+4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#680
of 1,829 holders
Holding Since
Mar 2024
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, 2026AA Financial Advisors, LLC holds $3,527,949 across 3 Insurance - Property & Casualty names. TRV ranks #1 (45.2% 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 | $1,593,489 | 4,827 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,346,978 | 4,618 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,242,907 | 4,285 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,224,658 | 4,386 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,053,840 | 3,939 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,217,838 | 4,605 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,101,108 | 4,571 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $993,605 | 4,244 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $861,754 | 4,238 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,033,788 | 4,492 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||