Spurstone Advisory Services, LLC TRV Holdings History
Number of Shares
596.00
Current Holdings Value*
$157,620.00
% of Portfolio
3.07%
Total Estimate Gain
$9,583.68
% of Total Estimate Gain
6.43%
Spurstone Advisory Services, LLC's The Travelers Companies Inc Holding Summary
As of 2025-03-31, Spurstone Advisory Services, LLC held 596.00 shares of The Travelers Companies Inc(TRV), totaling $157,620.00. This investment constitutes 3.07% of their stock portfolio, and Spurstone Advisory Services, LLC now holds 0% of the outstanding The Travelers Companies Inc(TRV) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and TRV's current price of $265.97, Spurstone Advisory Services, LLC's estimated gain on his TRV holdings is $9,583.68, reflecting a 6.43% gain to date.
Spurstone Advisory Services, LLC TRV ($265.97) Holding Chart
Spurstone Advisory 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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