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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 %
MNBTD
551
Moody National Bank Trust Division
Texas
$1.18M -$571K -3,000 -33%
BFS
552
Bard Financial Services
Connecticut
$1.18M
CL
553
Choreo LLC
Illinois
$1.18M +$920K +4,827 +356%
BWP
554
BSW Wealth Partners
Colorado
$1.18M +$40.2K +211 +4%
EFS
555
Essex Financial Services
Connecticut
$1.16M -$10.5K -55 -0.9%
IFWM
556
Institute for Wealth Management
Colorado
$1.16M
MLA
557
MB, Levis & Associates
Pennsylvania
$1.13M +$2.86K +15 +0.3%
VSQM
558
V-Square Quantitative Management
Illinois
$1.13M +$532K +2,795 +89%
NSEDCP
559
NJ State Employees Deferred Compensation Plan
New Jersey
$1.13M -$629K -3,300 -36%
SAM
560
Silvercrest Asset Management
New York
$1.13M -$110K -579 -9%
BFEC
561
Benjamin F. Edwards & Company
Missouri
$1.12M +$375K +1,970 +50%
IWC
562
Integrated Wealth Concepts
Massachusetts
$1.11M -$78.5K -412 -7%
TCOV
563
Trust Company of Vermont
Vermont
$1.1M +$343K +1,802 +45%
FDP
564
Financiere des Professionnels
Quebec, Canada
$1.1M -$743K -3,901 -40%
CG
565
Caprock Group
Idaho
$1.1M +$238K +1,251 +28%
KWA
566
Kingswood Wealth Advisors
California
$1.09M +$41.7K +219 +4%
FI
567
FJ Investments
Utah
$1.09M +$1.09M +5,719 New
FLPIM
568
F.L. Putnam Investment Management
Massachusetts
$1.09M -$126K -661 -10%
OIA
569
OneDigital Investment Advisors
Kansas
$1.08M +$310K +1,627 +40%
RC
570
Roundview Capital
New Jersey
$1.08M -$20.4K -107 -2%
SCA
571
Snowden Capital Advisors
New York
$1.06M -$50.7K -266 -5%
FT
572
Fiduciary Trust
Massachusetts
$1.05M -$56.4K -296 -5%
SC
573
Syon Capital
California
$1.05M +$547K +2,871 +109%
Focus Partners Wealth
574
Focus Partners Wealth
Massachusetts
$1.05M +$1.05M +5,487 New
DWA
575
Douglass Winthrop Advisors
New York
$1.04M -$57.1K -300 -5%