Blake Schutter Theil Wealth Advisors, LLC
Position in TRV — Travelers Companies, Inc.
CIK 2042011
DAYTON, OH
Position in TRV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$446,562
+$2,481 QoQ
Shares Held
1,531
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Blake Schutter Theil Wealth Advisors, LLC holds $1,499,637 across 2 Insurance - Property & Casualty names.
All Filings in TRV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $446,562 | 1,531 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $444,081 | 1,531 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $409,603 | 1,531 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $404,888 | 1,531 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $368,802 | 1,531 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $358,437 | 1,531 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||