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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
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 +$358K 0.26% 109