Skip to content
Disclosery

CX Institutional: TRV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CX Institutional on TRV, newest first. How the timeline and the estimate are built.

CX Institutional held 2,946 TRV shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,946 shares
    Change vs previous 13F -24,719 shares

    0.03% of the 13F portfolio, value $1,050,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,665 shares
    Change vs previous 13F -946 shares

    0.26% of the 13F portfolio, value $9,133,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 28,611 shares
    Change vs previous 13F +1,943 shares

    0.25% of the 13F portfolio, value $8,345,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 26,668 shares
    Change vs previous 13F +2,590 shares

    0.23% of the 13F portfolio, value $7,735,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 24,078 shares
    Change vs previous 13F +3,329 shares

    0.2% of the 13F portfolio, value $6,723,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 20,749 shares
    Change vs previous 13F +18,957 shares

    0.19% of the 13F portfolio, value $5,551,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,792 shares
    Change vs previous 13F -20,505 shares

    0.02% of the 13F portfolio, value $474,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 22,297 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,371,135.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).