Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,528,125
+$177,939 QoQ
Shares Held
4,629
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#690
of 1,829 holders
Holding Since
Dec 2024
7 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, 2026IFC Advisors LLC holds $2,931,414 across 4 Insurance - Property & Casualty names. TRV ranks #1 (52.1% 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 | $1,528,125 | 4,629 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,350,186 | 4,629 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,343,267 | 4,631 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,150,665 | 4,121 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,101,997 | 4,119 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,089,310 | 4,119 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $992,225 | 4,119 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||