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Travelers Companies

1,317 hedge funds and large institutions have $36.6B invested in Travelers Companies in 2023 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 436 increasing their positions, 459 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
+70
Holders Change %
+5.61%
% of All Funds
19.31%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
189
Increased
436
Reduced
459
Closed
102
Calls
$121M
Puts
$167M
Net Calls
-$46.3M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
426
HB Wealth Management
Georgia
$2.14M -$10.3K -54 -0.5%
EWM
427
Evercore Wealth Management
New York
$2.08M +$17.9K +94 +0.9%
TBA
428
Tower Bridge Advisors
Pennsylvania
$2.07M
IWA
429
Icon Wealth Advisors
Texas
$2.07M +$2.07M +10,861 New
NW
430
NewEdge Wealth
Pennsylvania
$2.06M +$45.7K +240 +2%
PCA
431
Peddock Capital Advisors
Massachusetts
$2.06M +$5.14K +27 +0.3%
1832 Asset Management
432
1832 Asset Management
Ontario, Canada
$2.06M -$295K -1,551 -13%
KA
433
Kintegral Advisory
New York
$2.04M -$13K -68 -0.6%
GWM
434
GSB Wealth Management
Connecticut
$2.02M +$37.3K +196 +2%
DADC
435
D.A. Davidson & Co
Montana
$2.01M +$31.2K +164 +2%
TCM
436
Twin Capital Management
Pennsylvania
$2M -$26.3K -138 -1%
FWP
437
FAS Wealth Partners
Kansas
$2M +$220K +1,154 +12%
EF
438
Exeter Financial
Arizona
$2M +$86.9K +452 +5%
SSWM
439
Smith Salley Wealth Management
North Carolina
$1.99M +$874K +4,591 +78%
FFN
440
Focus Financial Network
Minnesota
$1.97M +$802K +4,210 +68%
SGI
441
Summit Global Investments
Utah
$1.97M +$13.7K +72 +0.7%
WCM
442
Weaver Capital Management
Georgia
$1.96M +$1.96M +10,300 New
MA
443
Montag & Associates
Georgia
$1.96M
PH
444
Pinnacle Holdings
Oklahoma
$1.94M -$10.9K -57 -0.6%
DILIC
445
Dai-ichi Life Insurance Company
Japan
$1.94M
WPC
446
White Pine Capital
Minnesota
$1.92M -$112K -589 -6%
SC
447
Savoie Capital
Illinois
$1.9M +$1.9M +10,000 New
GT
448
Greenleaf Trust
Michigan
$1.9M +$114K +600 +6%
Cetera Investment Advisers
449
Cetera Investment Advisers
Illinois
$1.9M +$132K +693 +7%
LNWWM
450
Laird Norton Wetherby Wealth Management
California
$1.89M +$61.5K +323 +3%