DELTA FINANCIAL ADVISORS LLC TRV Holdings History
DELTA FINANCIAL ADVISORS LLC's The Travelers Companies Inc Holding Summary
As of 2025-03-31, DELTA FINANCIAL ADVISORS LLC held 12,214.00 shares of The Travelers Companies Inc(TRV), totaling $3.23 Mil. This investment constitutes 1.21% of their stock portfolio, and DELTA FINANCIAL ADVISORS LLC now holds 0.01% of the outstanding The Travelers Companies Inc(TRV) stock.
The initial trade took place in 2019Q2. And since then DELTA FINANCIAL ADVISORS LLC has made 12 purchases of TRV, at an average price of $187.49, for a total of 30,364.00 shares. In addition, there have been 11 sales at an average price of $210.57 for 18,150.00 shares. Based on historical transaction data and TRV's current price of $258.90, DELTA FINANCIAL ADVISORS LLC's estimated gain on his TRV holdings is $1.29 Mil, reflecting a 22.68% gain to date.
DELTA FINANCIAL ADVISORS LLC TRV ($258.90) Holding Chart
DELTA FINANCIAL ADVISORS LLC TRV ($258.90) 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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