Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$61,072
+$7,403 QoQ
Shares Held
185
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,648
of 1,829 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $9,120,085 across 3 Insurance - Property & Casualty names. TRV ranks #3 (0.7% of the industry book) .
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,072 | 185 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $53,669 | 184 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $53,371 | 184 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $51,097 | 183 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $48,959 | 183 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $48,131 | 182 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $43,601 | 181 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||