Walker Asset Management, LLC TRV Holdings History
Number of Shares
812.00
Current Holdings Value*
$214,740.00
% of Portfolio
0.13%
Total Estimate Gain
$2,484.72
% of Total Estimate Gain
1.23%
Walker Asset Management, LLC's The Travelers Companies Inc Holding Summary
As of 2025-03-31, Walker Asset Management, LLC held 812.00 shares of The Travelers Companies Inc(TRV), totaling $214,740.00. This investment constitutes 0.13% of their stock portfolio, and Walker Asset Management, LLC now holds 0% of the outstanding The Travelers Companies Inc(TRV) stock.
The initial trade took place in 2025Q1. And since then Walker Asset Management, LLC has made 1 purchases of TRV, at an average price of $249.13, for a total of 812.00 shares. Based on historical transaction data and TRV's current price of $252.19, Walker Asset Management, LLC's estimated gain on his TRV holdings is $2,484.72, reflecting a 1.23% gain to date.
Walker Asset Management, LLC TRV ($252.19) Holding Chart
Walker Asset Management, LLC TRV ($252.19) 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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