This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TRV/capital-change-brief"
Use Arkolith's capital_change_brief for TRV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $6.3B | 21.6M | ▼−3.0% Reduced · −671K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $4.7B | 16.1M | ▲+0.8% Added · +134K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $4.1B | 14.1M | ▲New +14.1M sh | Q1 2026 | |
| 4 | FMR LLC | $3.5B | 12.0M | ▼−6.5% Reduced · −835K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $1.7B | 5.6M | ▲+0.9% Added · +51K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.6B | 5.4M | ▲New +5.4M sh | Q1 2026 | |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.4B | 4.9M | ▼−5.5% Reduced · −285K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $1.1B | 3.7M | ▼−48% Reduced · −3.4M sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $1.0B | 3.6M | ▼−5.8% Reduced · −221K sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $1.0B | 3.5M | ▲+3.7% Added · +124K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $997.6M | 3.4M | ▼−4.3% Reduced · −152K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $883.0M | 3.0M | ▼−2.6% Reduced · −80K sh | Q1 2026 | |
| 13 | Clearbridge Investments, LLC | $816.2M | 2.8M | ▼−2.5% Reduced · −72K sh | Q1 2026 | |
| 14 | Curated Wealth Partners LLC | Withheld | 2.8M | ▲3k× Added · +2.8M sh | Q2 2026 | |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $794.6M | 2.7M | ▲+13% Added · +315K sh | Q1 2026 | |
| 16 | NORGES BANK | $723.3M | 2.5M | ▼−18% Reduced · −553K sh | Q4 2025 | |
| 17 | AQR CAPITAL MANAGEMENT LLC | $717.1M | 2.5M | ▲+44% Added · +748K sh | Q1 2026 | |
| 18 | UBS Group AG | $620.0M | 2.1M | ▲+20% Added · +351K sh | Q1 2026 | |
| 19 | PRICE T ROWE ASSOCIATES INC /MD/ | $543.5M | 1.9M | ▼−0.4% Reduced · −8K sh | Q1 2026 | |
| 20 | Legal & General Group Plc | $513.6M | 1.8M | ▲+2.9% Added · +49K sh | Q1 2026 | |
| 21 | FIRST TRUST ADVISORS LP | $497.4M | 1.7M | ▲+7.2% Added · +115K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $434.6M | 1.5M | ▼−5.2% Reduced · −82K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $431.1M | 1.5M | ▼−8.4% Reduced · −135K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $415.6M | 1.4M | ▼−0.2% Reduced · −3K sh | Q1 2026 | |
| 25 | Amundi | $406.2M | 1.4M | ▲+37% Added · +373K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | Golden Russell G. | Director | Grant (A) | 140 | $46K |
| Jun 30, 2026 | Robinson Elizabeth | Director | Grant (A) | 133 | $44K |
| May 26, 2026 | Klein Michael Frederick | EVP & President, Personal Ins. | Option exercise (M) | 10K | $0 |
| May 26, 2026 | Klein Michael Frederick | EVP & President, Personal Ins. | Sell (S) | 2K | $469K |
| May 26, 2026 | Klein Michael Frederick | EVP & President, Personal Ins. | Sell (S) | 2K | $744K |
| May 26, 2026 | Klein Michael Frederick | EVP & President, Personal Ins. | Sell (S) | 6K | $1.9M |
| May 26, 2026 | Klein Michael Frederick | EVP & President, Personal Ins. | Option exercise (M) | 10K | $1.3M |
| May 22, 2026 | BESSETTE ANDY F | EVP and Chief Admin Officer | Option exercise (M) | 4K | $0 |
| May 22, 2026 | BESSETTE ANDY F | EVP and Chief Admin Officer | Sell (S) | 4K | $1.3M |
| May 22, 2026 | BESSETTE ANDY F | EVP and Chief Admin Officer | Option exercise (M) | 4K | $804K |
| Apr 30, 2026 | Kess Avrohom J. | Vice Chmn. & Chief Legal Off. | Gift (G) | 1K | $0 |
| Apr 28, 2026 | Kess Avrohom J. | Vice Chmn. & Chief Legal Off. | Option exercise (M) | 28K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 465 funds | $305.7B |
| JPMORGAN CHASE & COJPM | 464 funds | $82.9B |
| ALPHABET INC-CL AGOOGL | 463 funds | $192.8B |
| AMAZON.COM INCAMZN | 462 funds | $226.2B |
| APPLE INCAAPL | 461 funds | $323.7B |
| META PLATFORMS INC-CLASS AMETA | 461 funds | $123.5B |
| NVIDIA CORPNVDA | 460 funds | $410.0B |
| BROADCOM INCAVGO | 458 funds | $159.5B |
| VISA INC-CLASS A SHARESV | 453 funds | $64.6B |
| ALPHABET INC-CL CGOOG | 452 funds | $135.2B |
| ELI LILLY & COLLY | 452 funds | $81.1B |
| JOHNSON & JOHNSONJNJ | 452 funds | $61.9B |
Ranked by how many of TRV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TRV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.