Position in TRV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$503,102
+$57,124 QoQ
Shares Held
1,524
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,052
of 1,829 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026FIRST AMERICAN TRUST, FSB holds $7,003,575 across 3 Insurance - Property & Casualty names. TRV ranks #2 (7.2% of the industry book) .
All Filings in TRV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,102 | 1,524 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $445,978 | 1,529 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $435,959 | 1,503 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $432,511 | 1,549 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $426,458 | 1,594 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $385,318 | 1,457 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $424,689 | 1,763 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $447,637 | 1,912 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $391,429 | 1,925 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $437,266 | 1,900 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||