TRV
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 10.1 | P/B | 1.97 |
| EPS (TTM) | 27.75 | Dividend | 1.54% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 21.6M | 0.1% | −3% |
| State Street | 16.1M | 0.2% | +1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 14.1M | n/a | n/a |
| Fidelity Management | 12.0M | 0.2% | −7% |
| Geode Capital Management | 5.6M | 0.1% | +1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.4M | n/a | n/a |
Top institutional owners for TRV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| AUG 31 | OLIVO MARIA | SELL | 6K | −$2M |
| JUL 27 | Yin Daniel Tei-Hwa | SELL | 7K | −$3M |
| JUL 27 | Kurtzman Diane | SELL | 4K | −$2M |
| JUL 24 | Rowland David Donnay | SELL | 5K | −$2M |
| JUL 24 | Munson Paul E. | SELL | 2K | −$564K |
| JUL 24 | BESSETTE ANDY F | SELL | 100 | −$37K |
0 insider buys, 16 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention TRV yet.