Portfolio changes · featured 13Fs

Activity

Moves in TRV across featured managers — New / Exit / Add / Reduce.

5 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

TRV · all sizes

5 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
TRV	Exit	Lee Ainslie - Maverick Capital	0.00%	was <0.01%	Q1→Q2
TRV	Add	Mairs & Power	+0.05%	+9.9% sh	Q1→Q2
21 Jul 1
TRV	Reduce	Murphy Pohlad - Murphy Pohlad Asset Management	+0.32%	−0.3% sh	Q1→Q2
10 Jul 1
TRV	Exit	Kentucky Trust Co. - Kentucky Trust	0.00%	was <0.01%	Q1→Q2
21 Apr 1
TRV	Reduce	Robert Olstein - Olstein Capital Management	−0.09%	−12.5% sh	2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home