Position in TRV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,000,857
+$226,860 QoQ
Shares Held
6,061
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#615
of 1,828 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, 2026Gen-Wealth Partners Inc holds $2,829,905 across 3 Insurance - Property & Casualty names. TRV ranks #1 (70.7% 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 | $2,000,857 | 6,061 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,773,997 | 6,082 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,724,696 | 5,946 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,614,450 | 5,782 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,416,089 | 5,293 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,450,563 | 5,485 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,216,012 | 5,048 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,235,685 | 5,278 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,099,256 | 5,406 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,209,155 | 5,254 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||