Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$300,079
+$48,651 QoQ
Shares Held
909
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,314
of 1,829 holders
Holding Since
Sep 2025
4 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, 2026BLALOCK WILLIAMS, LLC holds $2,767,500 across 3 Insurance - Property & Casualty names. TRV ranks #3 (10.8% of the industry book) .
All Filings in TRV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,079 | 909 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $251,428 | 862 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $261,634 | 902 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $210,252 | 753 | Shares | Defined | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||