Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$514,657
+$112,722 QoQ
Shares Held
1,559
+13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,038
of 1,829 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $2,140,096 across 3 Insurance - Property & Casualty names. TRV ranks #3 (24.0% 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 | $514,657 | 1,559 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $401,935 | 1,378 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $339,080 | 1,169 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $335,622 | 1,202 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $250,952 | 938 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $213,948 | 809 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||