Number of Shares
20,750.00
Current Holdings Value*
$5.49 Mil
% of Portfolio
1.45%
Total Estimate Gain
$2.57 Mil
% of Total Estimate Gain
80.44%

J. W. Coons Advisors, LLC's The Travelers Companies Inc Holding Summary

As of 2025-03-31, J. W. Coons Advisors, LLC held 20,750.00 shares of The Travelers Companies Inc(TRV), totaling $5.49 Mil. This investment constitutes 1.45% of their stock portfolio, and J. W. Coons Advisors, LLC now holds 0.01% of the outstanding The Travelers Companies Inc(TRV) stock.

The initial trade took place in 2020Q1. And since then J. W. Coons Advisors, LLC has made 3 purchases of TRV, at an average price of $139.68, for a total of 22,850.00 shares. In addition, there have been 4 sales at an average price of $187.26 for 2,100.00 shares. Based on historical transaction data and TRV's current price of $258.60, J. W. Coons Advisors, LLC's estimated gain on his TRV holdings is $2.57 Mil, reflecting a 80.44% gain to date.

J. W. Coons Advisors, LLC TRV ($258.60) Holding Chart

J. W. Coons Advisors, LLC TRV ($258.60) 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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