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Disclosery

MAI Capital Management: TRV position timeline

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

MAI Capital Management held 36,888 TRV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,888 shares
    Change vs previous 13F +3,753 shares

    0.05% of the 13F portfolio, value $12,177,651.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 33,135 shares
    Change vs previous 13F +1,834 shares

    0.05% of the 13F portfolio, value $9,664,924.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 31,301 shares
    Change vs previous 13F +1,758 shares

    0.05% of the 13F portfolio, value $9,079,098.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 29,543 shares
    Change vs previous 13F +15,230 shares

    0.05% of the 13F portfolio, value $8,248,877.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 14,313 shares
    Change vs previous 13F +704 shares

    0.03% of the 13F portfolio, value $3,829,309.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 13,609 shares
    Change vs previous 13F -94 shares

    0.03% of the 13F portfolio, value $3,598,920.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 13,703 shares
    Change vs previous 13F +747 shares

    0.02% of the 13F portfolio, value $3,300,840.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 12,956 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,033,163.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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