Dougherty Wealth Advisers LLC's ownership history for TRV

Dougherty Wealth Advisers LLC currently holds 628 shares with a market value of $182.2K. It started holding TRV on 2024-09-30. At its peak, it held 628 shares on 2024-09-30. Its highest holding value was $182.2K on 2025-12-31. At its lowest, it held 628 shares on 2024-09-30, with a value of $147.0K on 2024-09-30. In the recent 180 days, Dougherty Wealth Advisers LLC has increased its shares by 0. In the recent year, Dougherty Wealth Advisers LLC has increased its shares by 0.