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Travelers Companies

1,252 hedge funds and large institutions have $32.2B invested in Travelers Companies in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 397 increasing their positions, 489 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-37
Holders Change %
-2.87%
% of All Funds
20.04%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
111
Increased
397
Reduced
489
Closed
117
Calls
$166M
Puts
$159M
Net Calls
+$6.65M
Net Calls Change
+$59.4M
Name Holding Trade Value Shares
Change
Shares
Change %
LAIC
626
Lederer & Associates Investment Counsel
California
$763K -$4.11K -24 -0.5%
WQ
627
Wealth Quarterback
New Jersey
$759K +$7.03K +41 +0.9%
PAM
628
Paradigm Asset Management
New York
$754K
PWA
629
Providence Wealth Advisors
Illinois
$748K -$87.9K -485 -11%
WP
630
WealthSource Partners
California
$744K -$41.3K -241 -5%
BIM
631
Bridges Investment Management
Nebraska
$740K
FFM
632
Forum Financial Management
Illinois
$739K -$3.6K -21 -0.5%
BBNA
633
Bremer Bank National Association
Minnesota
$733K
TCOV
634
Trust Company of Vermont
Vermont
$726K -$53.8K -314 -7%
HC
635
HNP Capital
New York
$724K
VRM
636
Vectors Research Management
New York
$724K -$17.1K -100 -2%
BCV
637
Banque Cantonale Vaudoise
Switzerland
$724K
MWM
638
Mission Wealth Management
California
$722K -$857 -5 -0.1%
FWM
639
Forza Wealth Management
Florida
$701K
SFA
640
Sequoia Financial Advisors
Ohio
$700K +$25.7K +150 +4%
BFEC
641
Benjamin F. Edwards & Company
Missouri
$695K -$35.8K -209 -5%
FCA
642
FinTrust Capital Advisors
South Carolina
$693K
SW
643
SlateStone Wealth
Florida
$689K +$223K +1,299 +48%
MPPW
644
Mitchell & Pahl Private Wealth
Oklahoma
$688K -$15.1K -88 -2%
SCM
645
Sterneck Capital Management
Missouri
$686K
CCM
646
Coldstream Capital Management
Washington
$684K +$29.7K +173 +5%
MYIA
647
Mount Yale Investment Advisors
Colorado
$682K -$400K -2,336 -37%
OIA
648
OneDigital Investment Advisors
Kansas
$681K +$47K +274 +7%
JC
649
JB Capital
Connecticut
$677K +$2.06K +12 +0.3%
FNFDCM
650
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$675K