Number of Shares
19,388.00
Current Holdings Value*
$5.25 Mil
% of Portfolio
2.75%
Total Estimate Gain
$899,566.34
% of Total Estimate Gain
20.46%

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

As of 2025-03-31, SGL Investment Advisors, Inc. held 19,388.00 shares of The Travelers Companies Inc(TRV), totaling $5.25 Mil. This investment constitutes 2.75% 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 1 purchases of TRV, at an average price of $221.11, for a total of 19,889.00 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 $266.78, SGL Investment Advisors, Inc.'s estimated gain on his TRV holdings is $899,566.34, reflecting a 20.46% gain to date.

SGL Investment Advisors, Inc. TRV ($266.78) Holding Chart

SGL Investment Advisors, Inc. TRV ($266.78) 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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