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Disclosery

Essex Financial Services, Inc.: TRV position timeline

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

Essex Financial Services, Inc. held 10,549 TRV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,549 shares
    Change vs previous 13F +196 shares

    0.14% of the 13F portfolio, value $3,482,567.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 8,143 shares
    • Essex Bank: 2,406 shares

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

  2. period ended2026-03-31
    13F 10,353 shares
    Change vs previous 13F +15 shares

    0.14% of the 13F portfolio, value $3,019,630.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,947 shares
    • Essex Bank: 2,406 shares

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

  3. period ended2025-12-31
    13F 10,338 shares
    Change vs previous 13F +55 shares

    0.14% of the 13F portfolio, value $2,998,750.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,932 shares
    • Essex Bank: 2,406 shares

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

  4. period ended2025-09-30
    13F 10,283 shares
    Change vs previous 13F +446 shares

    0.14% of the 13F portfolio, value $2,871,075.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,824 shares
    • Essex Bank: 2,459 shares

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

  5. period ended2025-06-30
    13F 9,837 shares
    Change vs previous 13F +192 shares

    0.14% of the 13F portfolio, value $2,631,892.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,378 shares
    • Essex Bank: 2,459 shares

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

  6. period ended2025-03-31
    13F 9,645 shares
    Change vs previous 13F -269 shares

    0.14% of the 13F portfolio, value $2,550,595.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,169 shares
    • Essex Bank: 2,476 shares

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

  7. period ended2024-12-31
    13F 9,914 shares
    Change vs previous 13F +972 shares

    0.13% of the 13F portfolio, value $2,388,112.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 7,414 shares
    • Essex Bank: 2,500 shares

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

  8. period ended2024-09-30
    13F 8,942 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,255,500.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,450 shares
    • Essex Bank: 2,492 shares

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