Position in TRV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,783,438
+$388,113 QoQ
Shares Held
14,490
-3.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#148
of 1,021 holders
Holding Since
Mar 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, 2026LEE DANNER & BASS INC holds $30,651,630 across 4 Insurance - Property & Casualty names. TRV ranks #3 (15.6% of the industry book) .
All Filings in TRV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,783,438 | 14,490 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,395,325 | 15,069 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,573,956 | 15,769 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,850,330 | 17,371 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,664,024 | 17,433 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,610,331 | 17,433 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,199,435 | 17,433 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,102 | 17,523 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,558 | 17,496 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $3,335 | 17,510 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,840 | 17,390 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,706 | 15,583 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,686 | 15,669 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,410 | 12,852 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,002,936 | 13,074 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,211,205 | 13,074 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,309,341 | 12,638 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,968,358 | 12,583 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,912,741 | 12,583 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,883,800 | 12,583 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,948,732 | 12,957 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,686,826 | 12,017 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $975,332 | 9,015 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,067,736 | 9,362 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $995,884 | 10,024 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||