Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$28,179,373
+$3,081,768 QoQ
Shares Held
85,361
-0.8% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#176
of 1,829 holders
Holding Since
Jun 2025
5 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, 2026Midwest Trust Co holds $128,570,828 across 5 Insurance - Property & Casualty names. TRV ranks #2 (21.9% of the industry book) .
All Filings in TRV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,179,373 | 85,361 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $25,097,605 | 86,045 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $25,379,089 | 87,496 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $24,762,625 | 88,685 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $24,109,367 | 90,115 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||