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Disclosery

Johnson Financial Group, Inc.: TRV position timeline

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

Johnson Financial Group, Inc. held 5,876 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 5,876 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $1,939,786.

    13F-HR 0000892712-26-000334 filed by Johnson Financial Group, 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 5,878 shares
    Change vs previous 13F -87 shares

    0.06% of the 13F portfolio, value $1,714,496.

    13F-HR 0000892712-26-000234 filed by Johnson Financial Group, 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 5,965 shares
    Change vs previous 13F -1,428 shares

    0.06% of the 13F portfolio, value $1,730,209.

    13F-HR 0000892712-26-000082 filed by Johnson Financial Group, 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 7,393 shares
    Change vs previous 13F +146 shares

    0.08% of the 13F portfolio, value $2,064,274.

    13F-HR 0000892712-25-000153 filed by Johnson Financial Group, 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 7,247 shares
    Change vs previous 13F +436 shares

    0.09% of the 13F portfolio, value $1,938,863.

    13F-HR 0000892712-25-000092 filed by Johnson Financial Group, 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 6,811 shares
    Change vs previous 13F +4,927 shares

    0.09% of the 13F portfolio, value $1,801,238.

    13F-HR 0000892712-25-000067 filed by Johnson Financial Group, 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 1,884 shares
    Change vs previous 13F -247 shares

    0.02% of the 13F portfolio, value $461,920.

    13F-HR 0000892712-25-000037 filed by Johnson Financial Group, 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 2,131 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $498,911.

    13F-HR 0000892712-24-000132 filed by Johnson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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