Position in TRV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$330,120
+$38,440 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,259
of 1,828 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, 2026CrossGen Wealth, LLC holds $2,786,097 across 3 Insurance - Property & Casualty names. TRV ranks #2 (11.8% 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 | $330,120 | 1,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $291,680 | 1,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $290,060 | 1,000 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||