Number of Shares
19,733.00
Current Holdings Value*
$5.06 Mil
% of Portfolio
2.44%
Total Estimate Gain
$860,394.32
% of Total Estimate Gain
19.17%

SGL Investment Advisors, Inc.'s The Travelers Companies Inc Holding Summary

As of 2025-06-30, SGL Investment Advisors, Inc. held 19,733.00 shares of The Travelers Companies Inc(TRV), totaling $5.06 Mil. This investment constitutes 2.44% of their stock portfolio, and SGL Investment Advisors, Inc. now holds 0.01% of the outstanding The Travelers Companies Inc(TRV) stock.

The initial trade took place in 2024Q3. And since then SGL Investment Advisors, Inc. has made 2 purchases of TRV, at an average price of $221.83, for a total of 20,234.00 shares. In addition, there have been 1 sales at an average price of $249.13 for 501.00 shares. Based on historical transaction data and TRV's current price of $264.74, SGL Investment Advisors, Inc.'s estimated gain on his TRV holdings is $860,394.32, reflecting a 19.17% gain to date.

SGL Investment Advisors, Inc. TRV ($264.74) Holding Chart

SGL Investment Advisors, Inc. TRV ($264.74) 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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