Caldwell Trust Co's ownership history for TRV

Caldwell Trust Co currently holds 1.1K shares with a market value of $332.4K. It started holding TRV on 2019-12-31. At its peak, it held 1.4K shares on 2023-06-30. Its highest holding value was $367.5K on 2025-09-30. At its lowest, it held 543 shares on 2020-09-30, with a value of $58.7K on 2020-09-30. In the recent 180 days, Caldwell Trust Co has decreased its shares by 21. In the recent year, Caldwell Trust Co has decreased its shares by 40.