Position in TRV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$410,999
+$87,526 QoQ
Shares Held
1,245
+12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,149
of 1,829 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, 2026FLORIDA FINANCIAL ADVISORS, LLC holds $1,282,255 across 3 Insurance - Property & Casualty names. TRV ranks #2 (32.1% 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 | $410,999 | 1,245 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $323,473 | 1,109 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $256,993 | 886 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $240,408 | 861 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $312,486 | 1,168 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $405,417 | 1,533 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $390,241 | 1,620 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $383,254 | 1,637 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||