Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,557,703
+$139,506 QoQ
Shares Held
10,777
-8.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#482
of 1,829 holders
Holding Since
Dec 2025
3 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, 2026Third View Private Wealth, LLC holds $6,622,779 across 4 Insurance - Property & Casualty names. TRV ranks #1 (53.7% of the industry book) .
All Filings in TRV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,557,703 | 10,777 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $3,418,197 | 11,719 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $3,253,603 | 11,217 | Shares | Other | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||