Position in TRV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$506,403
+$55,758 QoQ
Shares Held
1,534
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,047
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, 2026AGH Wealth Advisors, LLC holds $960,913 across 3 Insurance - Property & Casualty names. TRV ranks #1 (52.7% 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 | $506,403 | 1,534 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $450,645 | 1,545 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $470,767 | 1,623 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $452,336 | 1,620 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $435,287 | 1,627 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $426,573 | 1,613 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $393,854 | 1,635 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||