Position in TRV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$289,515
+$38,087 QoQ
Shares Held
877
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,333
of 1,829 holders
Holding Since
Mar 2020
26 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, 2026ALTFEST L J & CO INC holds $2,559,095 across 3 Insurance - Property & Casualty names. TRV ranks #3 (11.3% of the industry book) .
All Filings in TRV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,515 | 877 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $251,428 | 862 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $254,672 | 878 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $244,875 | 877 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $273,960 | 1,024 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $272,922 | 1,032 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $251,489 | 1,044 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $243,250 | 1,039 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $217,573 | 1,070 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $320,124 | 1,391 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $251,637 | 1,321 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $258,356 | 1,582 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $275,945 | 1,589 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $272,199 | 1,588 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $301,108 | 1,606 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $301,650 | 1,969 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $333,016 | 1,969 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $360,891 | 1,975 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $337,888 | 2,160 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $330,013 | 2,171 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $327,266 | 2,186 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $328,022 | 2,181 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $302,356 | 2,154 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $246,997 | 2,283 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $259,919 | 2,279 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $229,995 | 2,315 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||