Agate Pass Investment Management, LLC TRV Holdings History
Agate Pass Investment Management, LLC's The Travelers Companies Inc Holding Summary
As of 2025-03-31, Agate Pass Investment Management, LLC held 6,575.00 shares of The Travelers Companies Inc(TRV), totaling $1.74 Mil. This investment constitutes 0.74% of their stock portfolio, and Agate Pass Investment Management, LLC now holds 0% of the outstanding The Travelers Companies Inc(TRV) stock.
The initial trade took place in 2024Q4. And since then Agate Pass Investment Management, LLC has made 2 purchases of TRV, at an average price of $249.54, for a total of 6,575.00 shares. Based on historical transaction data and TRV's current price of $261.81, Agate Pass Investment Management, LLC's estimated gain on his TRV holdings is $80,654.00, reflecting a 4.92% gain to date.
Agate Pass Investment Management, LLC TRV ($261.81) Holding Chart
Agate Pass Investment Management, LLC TRV ($261.81) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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