Talbot Financial, LLC TRV Holdings History

Number of Shares
37,708.00
Current Holdings Value*
$9.97 Mil
% of Portfolio
1.25%
Total Estimate Gain
$4.61 Mil
% of Total Estimate Gain
17.78%

Talbot Financial, LLC's The Travelers Companies Inc Holding Summary

As of 2025-03-31, Talbot Financial, LLC held 37,708.00 shares of The Travelers Companies Inc(TRV), totaling $9.97 Mil. This investment constitutes 1.25% of their stock portfolio, and Talbot Financial, LLC now holds 0.02% of the outstanding The Travelers Companies Inc(TRV) stock.

The initial trade took place in 2022Q4. And since then Talbot Financial, LLC has made 7 purchases of TRV, at an average price of $201.77, for a total of 128,548.00 shares. In addition, there have been 2 sales at an average price of $225.87 for 90,840.00 shares. Based on historical transaction data and TRV's current price of $265.97, Talbot Financial, LLC's estimated gain on his TRV holdings is $4.61 Mil, reflecting a 17.78% gain to date.

Talbot Financial, LLC TRV ($265.97) Holding Chart

Talbot Financial, 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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