Position in TRV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,272
-$2,471 QoQ
Shares Held
19
-55.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,781
of 1,829 holders
Holding Since
Sep 2022
9 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, 2026BARRETT & COMPANY, INC. holds $735,540 across 4 Insurance - Property & Casualty names. TRV ranks #3 (0.9% of the industry book) .
All Filings in TRV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,272 | 19 | Shares | Sole | 2026-07-24 | |
| 2024-06-30 | $8,743 | 43 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $9,896 | 43 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $8,953 | 47 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,675 | 47 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $694 | 4 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $685 | 4 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $749 | 4 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $612 | 4 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||