Position in TRV
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$561,204
+$65,348 QoQ
Shares Held
1,700
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,014
of 1,829 holders
Holding Since
Jun 2020
25 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, 2026NEVILLE RODIE & SHAW INC holds $8,267,728 across 4 Insurance - Property & Casualty names. TRV ranks #4 (6.8% of the industry book) .
All Filings in TRV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,204 | 1,700 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $495,856 | 1,700 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $493,102 | 1,700 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $474,674 | 1,700 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $454,818 | 1,700 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $449,582 | 1,700 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $409,512 | 1,700 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $398,004 | 1,700 | Shares | Other | 2024-10-01 | |
| 2024-06-30 | $345,678 | 1,700 | Shares | Other | 2024-07-01 | |
| 2024-03-31 | $391,238 | 1,700 | Shares | Other | 2024-04-09 | |
| 2023-12-31 | $323,833 | 1,700 | Shares | Other | 2024-01-02 | |
| 2023-09-30 | $277,627 | 1,700 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $295,222 | 1,700 | Shares | Other | 2023-07-06 | |
| 2023-03-31 | $291,397 | 1,700 | Shares | Other | 2023-04-04 | |
| 2022-12-31 | $318,733 | 1,700 | Shares | Other | 2023-01-03 | |
| 2022-09-30 | $271,930 | 1,775 | Shares | Other | 2022-10-04 | |
| 2022-06-30 | $300,205 | 1,775 | Shares | Other | 2022-07-06 | |
| 2022-03-31 | $324,345 | 1,775 | Shares | Other | 2022-04-05 | |
| 2021-12-31 | $277,663 | 1,775 | Shares | Other | 2022-01-05 | |
| 2021-09-30 | $269,817 | 1,775 | Shares | Other | 2021-10-06 | |
| 2021-06-30 | $265,735 | 1,775 | Shares | Other | 2021-07-06 | |
| 2021-03-31 | $278,240 | 1,850 | Shares | Other | 2021-04-08 | |
| 2020-12-31 | $259,684 | 1,850 | Shares | Other | 2021-03-04 | |
| 2020-09-30 | $200,151 | 1,850 | Shares | Other | 2020-10-01 | |
| 2020-06-30 | $210,992 | 1,850 | Shares | Other | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||