Position in TRV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,581,269
+$1,316,467 QoQ
Shares Held
35,082
-0.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#279
of 1,829 holders
Holding Since
Mar 2020
26 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, 2026BENEDICT FINANCIAL ADVISORS INC holds $21,759,411 across 4 Insurance - Property & Casualty names. TRV ranks #1 (53.2% of the industry book) .
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,581,269 | 35,082 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $10,264,802 | 35,192 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,297,710 | 35,502 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $9,910,913 | 35,495 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $9,523,621 | 35,597 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,493,056 | 35,896 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,713,232 | 36,171 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $8,515,646 | 36,373 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,388,765 | 36,337 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,474,215 | 36,822 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,017,651 | 36,840 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,971,266 | 36,564 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $6,292,222 | 36,233 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,151,390 | 35,887 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,666,019 | 35,554 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,461,580 | 35,650 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,928,175 | 35,051 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,323,371 | 34,605 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $5,364,297 | 34,292 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,088,838 | 33,477 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,895,966 | 32,703 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $4,805,731 | 31,953 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,230,611 | 30,139 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,187,601 | 29,463 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,053,346 | 26,772 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,600,486 | 26,175 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||