Position in TRV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$101,676
+$11,839 QoQ
Shares Held
308
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,607
of 1,829 holders
Holding Since
Mar 2025
6 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, 2026TOWER TRUST & INVESTMENT Co holds $177,894 across 4 Insurance - Property & Casualty names. TRV ranks #1 (57.2% of the industry book) .
All Filings in TRV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,676 | 308 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $89,837 | 308 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $89,338 | 308 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $85,999 | 308 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $82,402 | 308 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $81,453 | 308 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||