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Travelers Companies

1,247 hedge funds and large institutions have $30.4B invested in Travelers Companies in 2023 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 442 increasing their positions, 478 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
-27
Holders Change %
-2.12%
% of All Funds
19.88%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
102
Increased
442
Reduced
478
Closed
110
Calls
$108M
Puts
$127M
Net Calls
-$19M
Net Calls Change
-$49.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WBC
576
Westpac Banking Corp
Australia
$992K -$1.82M -11,158 -65%
TAM
577
Tocqueville Asset Management
New York
$978K -$9.8K -60 -1%
BWP
578
BSW Wealth Partners
Colorado
$974K +$4.41K +27 +0.5%
EWM
579
Elmwood Wealth Management
California
$973K +$2.61K +16 +0.3%
MLA
580
MB, Levis & Associates
Pennsylvania
$969K +$327 +2 +0%
NFA
581
Northern Financial Advisors
Michigan
$969K -$49.2K -301 -5%
AAM
582
Aureus Asset Management
Massachusetts
$968K
MCAI
583
Members Capital Advisors Inc
Wisconsin
$962K
Capstone Investment Advisors
584
Capstone Investment Advisors
New York
$960K +$805K +4,930 +519%
SSWM
585
Smith Salley Wealth Management
North Carolina
$958K +$958K +5,866 New
SCA
586
Snowden Capital Advisors
New York
$954K -$70.9K -434 -7%
FT
587
Fiduciary Trust
Massachusetts
$947K -$327 -2 -0%
DWA
588
Douglass Winthrop Advisors
New York
$943K
RC
589
Roundview Capital
New Jersey
$940K -$31.2K -191 -3%
NHC
590
Nicholas Hoffman & Company
Georgia
$933K +$9.15K +56 +1%
BCV
591
Banque Cantonale Vaudoise
Switzerland
$926K +$236K +1,447 +34%
V
592
ViaWealth
Kansas
$926K +$926K +5,667 New
JDR
593
Jay D. Rosenbaum
$912K -$2.45K -15 -0.3%
CA
594
Clearstead Advisors
Ohio
$910K +$600K +3,673 +193%
KWA
595
Kingswood Wealth Advisors
California
$900K +$900K +5,510 New
BAM
596
Blueshift Asset Management
New Jersey
$899K -$836K -5,118 -48%
USB
597
Union Savings Bank
Connecticut
$899K
GCA
598
Guardian Capital Advisors
Ontario, Canada
$899K -$213K -1,310 -19%
CA
599
Claro Advisors
Massachusetts
$876K +$7.84K +48 +0.9%
AWS
600
Atria Wealth Solutions
New York
$872K +$175K +1,073 +25%