MCCARTER PRIVATE WEALTH SERVICES LLC TRV Holdings History
MCCARTER PRIVATE WEALTH SERVICES LLC's The Travelers Companies Inc Holding Summary
As of 2025-03-31, MCCARTER PRIVATE WEALTH SERVICES LLC held 19,554.00 shares of The Travelers Companies Inc(TRV), totaling $5.17 Mil. This investment constitutes 3.39% of their stock portfolio, and MCCARTER PRIVATE WEALTH SERVICES LLC now holds 0.01% of the outstanding The Travelers Companies Inc(TRV) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $249.22 for 2,159.00 shares. Based on historical transaction data and TRV's current price of $265.97, MCCARTER PRIVATE WEALTH SERVICES LLC's estimated gain on his TRV holdings is $951,781.54, reflecting a 19.88% gain to date.
MCCARTER PRIVATE WEALTH SERVICES LLC TRV ($265.97) Holding Chart
MCCARTER PRIVATE WEALTH SERVICES LLC TRV ($265.97) 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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