Skip to content
Disclosery

Ethic Inc.: TRV position timeline

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

Ethic Inc. held 48,739 TRV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,739 shares
    Change vs previous 13F -2,287 shares

    0.2% of the 13F portfolio, value $16,089,780.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 51,026 shares
    Change vs previous 13F +1,228 shares

    0.23% of the 13F portfolio, value $14,883,237.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 49,798 shares
    Change vs previous 13F +4,255 shares

    0.22% of the 13F portfolio, value $14,444,483.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 45,543 shares
    Change vs previous 13F -651 shares

    0.21% of the 13F portfolio, value $12,716,558.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 46,194 shares
    Change vs previous 13F +398 shares

    0.22% of the 13F portfolio, value $12,163,438.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 45,796 shares
    Change vs previous 13F -155 shares

    0.25% of the 13F portfolio, value $12,114,853.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 45,951 shares
    Change vs previous 13F +12,801 shares

    0.22% of the 13F portfolio, value $11,069,202.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 33,150 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $7,629,200.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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