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Blake Schutter Theil Wealth Advisors’s Travelers Companies TRV Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$505K Hold
1,531
– – 0.34% 67
2026
Q1 		$447K Hold
1,531
– – 0.36% 69
2025
Q4 		$444K Buy
+1,531
New +$431K 0.37% 68
2025
Q3 		– Sell
-1,531
Closed -$410K – 110
2025
Q2 		$410K Hold
1,531
– – 0.46% 65
2025
Q1 		$405K Hold
1,531
– – 0.46% 70
2024
Q4 		$369K Hold
1,531
– – 0.39% 73
2024
Q3 		$358K Buy
+1,531
New +$338K 0.26% 109

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's TRV Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its Travelers Companies (TRV) position steady in Q2 2026 at 1,531 shares worth $505K. The position accounts for 0.34% of the portfolio, ranked #67.

Blake Schutter Theil Wealth Advisors first reported a position in TRV in Q3 2024 and has held it in 7 quarters since. 599 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Blake Schutter Theil Wealth Advisors held 1,531 shares of Travelers Companies worth $505K as of Q2 2026.
  • Blake Schutter Theil Wealth Advisors left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.34% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Blake Schutter Theil Wealth Advisors first reported a position in Travelers Companies in Q3 2024 and has held it in 7 quarters since.
  • 599 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.