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Travelers Companies

1,289 hedge funds and large institutions have $35.3B invested in Travelers Companies in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 404 increasing their positions, 423 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,289
Holders Change
+98
Holders Change %
+8.23%
% of All Funds
20.8%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.31%
New
204
Increased
404
Reduced
423
Closed
85
Calls
$175M
Puts
$228M
Net Calls
-$52.8M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
551
Silvercrest Asset Management
New York
$1.27M -$937 -5 -0.1%
RMC
552
Resources Management Corp
Connecticut
$1.25M
EF
553
Empirical Finance
Pennsylvania
$1.22M +$84K +448 +7%
CAM
554
Cubic Asset Management
Massachusetts
$1.2M
S
555
SignatureFD
Georgia
$1.19M +$98.1K +523 +9%
MYIA
556
Mount Yale Investment Advisors
Colorado
$1.18M +$478K +2,550 +68%
BI
557
Ballast Inc
Kentucky
$1.18M -$52.9K -282 -4%
SW
558
SteelPeak Wealth
California
$1.18M -$291K -1,553 -20%
FTDI
559
First Trust Direct Indexing
Massachusetts
$1.18M -$107K -570 -8%
NFA
560
Northern Financial Advisors
Michigan
$1.17M +$1.17M +6,235 New
BFS
561
Bard Financial Services
Connecticut
$1.16M
IFWM
562
Institute for Wealth Management
Colorado
$1.16M +$4.5K +24 +0.4%
DAS
563
Dynamic Advisor Solutions
Arizona
$1.16M +$43.7K +233 +4%
EWM
564
Elmwood Wealth Management
California
$1.15M
VV
565
Verity & Verity
South Carolina
$1.15M +$1.15M +6,115 New
PTC
566
Private Trust Company
Ohio
$1.14M
FFS
567
Founders Financial Securities
Maryland
$1.14M +$64.9K +346 +6%
PAS
568
Park Avenue Securities
New York
$1.14M +$213K +1,134 +23%
CA
569
Cetera Advisors
Colorado
$1.12M -$618K -3,296 -36%
Impax Asset Management Group
570
Impax Asset Management Group
United Kingdom
$1.12M -$339K -1,806 -23%
TAM
571
Tocqueville Asset Management
New York
$1.12M -$18.7K -100 -2%
HDIM
572
Hanson & Doremus Investment Management
Vermont
$1.12M +$167K +893 +18%
RC
573
Roundview Capital
New Jersey
$1.11M +$27.9K +149 +3%
Cetera Investment Advisers
574
Cetera Investment Advisers
Illinois
$1.11M -$527K -2,811 -32%
MLA
575
MB, Levis & Associates
Pennsylvania
$1.11M +$1.11M +5,934 New