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Travelers Companies

1,394 hedge funds and large institutions have $38.6B invested in Travelers Companies in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 506 increasing their positions, 478 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,394
Holders Change
-42
Holders Change %
-2.92%
% of All Funds
20.27%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.1%
New
113
Increased
506
Reduced
478
Closed
132
Calls
$111M
Puts
$183M
Net Calls
-$72.5M
Net Calls Change
-$48.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
551
Parallel Advisors
California
$1.33M -$296K -1,455 -18%
IWC
552
Integrated Wealth Concepts
Massachusetts
$1.32M +$104K +510 +9%
DI
553
DAGCO Inc
Ohio
$1.32M +$1.32M +6,467 New
CAMV
554
Concord Asset Management (Virginia)
Virginia
$1.31M +$130K +638 +11%
CWP
555
Concord Wealth Partners
Virginia
$1.3M +$117K +573 +10%
BCV
556
Banque Cantonale Vaudoise
Switzerland
$1.3M -$997K -4,902 -43%
OAM
557
Ostrum Asset Management
France
$1.3M -$2M -9,841 -61%
SCA
558
Snowden Capital Advisors
New York
$1.29M -$29.5K -145 -2%
TC
559
TownSquare Capital
Utah
$1.29M +$160K +785 +14%
MNBTD
560
Moody National Bank Trust Division
Texas
$1.29M +$42.3K +208 +3%
BWP
561
BSW Wealth Partners
Colorado
$1.29M +$18.7K +92 +1%
CA
562
Cornerstone Advisors
North Carolina
$1.28M -$549K -2,700 -30%
CA
563
Clearstead Advisors
Ohio
$1.26M +$499K +2,456 +65%
BFS
564
Bard Financial Services
Connecticut
$1.26M
JSL
565
JT Stratford LLC
Georgia
$1.24M +$166K +817 +16%
MLA
566
MB, Levis & Associates
Pennsylvania
$1.22M +$8.74K +43 +0.7%
GAM
567
Groupama Asset Management
France
$1.22M +$734K +4,616 +152%
HH
568
Hilltop Holdings
Texas
$1.22M +$143K +704 +13%
IWA
569
IBEX Wealth Advisors
New Jersey
$1.21M +$1.21M +5,958 New
NSEDCP
570
NJ State Employees Deferred Compensation Plan
New Jersey
$1.21M
QWM
571
Quadcap Wealth Management
Texas
$1.21M -$19.9K -98 -2%
VI
572
Versor Investments
New York
$1.2M +$286K +1,407 +31%
IFWM
573
Institute for Wealth Management
Colorado
$1.19M -$48.4K -238 -4%
FDP
574
Financiere des Professionnels
Quebec, Canada
$1.19M +$8.55K +42 +0.7%
EWM
575
Elmwood Wealth Management
California
$1.18M -$20.3K -100 -2%