MP 63 Fund TRV Holdings History

Number of Shares
11,201.00
Current Holdings Value*
$2.90 Mil
% of Portfolio
3.13%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
55.40%

MP 63 Fund's The Travelers Companies Inc Holding Summary

As of 2025-02-28, MP 63 Fund held 11,201.00 shares of The Travelers Companies Inc(TRV), totaling $2.90 Mil. This investment constitutes 3.13% of their stock portfolio, and MP 63 Fund now holds 0% of the outstanding The Travelers Companies Inc(TRV) stock.

The initial trade took place in 2022Q1. And since then MP 63 Fund has made 7 purchases of TRV, at an average price of $167.32, for a total of 12,351.00 shares. In addition, there have been 5 sales at an average price of $202.03 for 1,150.00 shares. Based on historical transaction data and TRV's current price of $265.97, MP 63 Fund's estimated gain on his TRV holdings is $1.14 Mil, reflecting a 55.40% gain to date.

MP 63 Fund TRV ($265.97) Holding Chart

MP 63 Fund 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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