Position in TRV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$52,489
+$6,112 QoQ
Shares Held
159
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,658
of 1,829 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $161,197 across 4 Insurance - Property & Casualty names. TRV ranks #1 (32.6% of the industry book) .
All Filings in TRV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,489 | 159 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $46,377 | 159 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||