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Livermore
Livermore
ZHEN

Blake Schutter Theil Wealth Advisors, LLC

SEC CIK
0002042011
Latest filing
Jul 15, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Blake Schutter Theil Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TRV overviewAll 13F holders of TRVFull Q2 2026 holdings

Shares (Q2 2026)
1,531
Value
$505.4K
% of portfolio
0.3%
Quarters held
8
Since Q3 2024
Holdings of TRV by Blake Schutter Theil Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,531$505.4K0.3%00.0%UnchangedHolders
Q1 20261,531$446.6K0.4%00.0%UnchangedHolders
Q4 20251,531$444.1K0.4%00.0%UnchangedHolders
Q3 20251,531$427.5K0.4%00.0%UnchangedHolders
Q2 20251,531$409.6K0.5%00.0%UnchangedHolders
Q1 20251,531$404.9K0.5%00.0%UnchangedHolders
Q4 20241,531$368.8K0.4%00.0%UnchangedHolders
Q3 20241,531$358.4K0.3%–No prior filingHolders