TRV

Why super-investors own TRV

Ownership of TRV within this cohort is modest and remarkably stable — the same single owner held the stock for seven consecutive quarters before the count expanded to six in 2026Q1, though the data shows no new positions, adds, trims, or exits this quarter, suggesting the expansion reflects reclassification or reporting timing rather than fresh conviction. Greenblatt holds the largest dollar position at $75M, while Mairs & Power carries $42M, but neither registers meaningful concentration — the highest portfolio weight is Olstein's 1.3%. With zero activity across all six holders this quarter, interest is neither rising nor fading; the cohort is simply holding, and at a combined $156M spread across six managers, TRV remains a low-conviction, low-drama position for this group.

AI-synthesized from 13F filings. Not investment advice.