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Travelers Companies

1,274 hedge funds and large institutions have $32.4B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 457 increasing their positions, 454 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+22
Holders Change %
+1.76%
% of All Funds
20.09%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
122
Increased
457
Reduced
454
Closed
92
Calls
$125M
Puts
$94.5M
Net Calls
+$30.2M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
626
SVB Wealth
Massachusetts
$809K -$68.9K -397 -8%
CG
627
Caprock Group
Idaho
$793K +$7.99K +46 +1%
SFO
628
Stokes Family Office
Louisiana
$789K +$142K +817 +22%
IAMOG
629
Investors Asset Management of Georgia
Georgia
$783K
FFM
630
Forum Financial Management
Illinois
$764K +$14.9K +86 +2%
EAM
631
Empirical Asset Management
Massachusetts
$751K +$751K +4,323 New
BIM
632
Bridges Investment Management
Nebraska
$749K
MFS
633
Mirabella Financial Services
United Kingdom
$749K +$446K +2,569 +147%
VRM
634
Vectors Research Management
New York
$747K +$13.2K +76 +2%
WQ
635
Wealth Quarterback
New Jersey
$745K -$23.3K -134 -3%
AWS
636
Atria Wealth Solutions
New York
$741K -$1.72M -9,925 -70%
WP
637
WealthSource Partners
California
$735K -$18.1K -104 -2%
PG
638
Prostatis Group
Maryland
$735K +$730K +688,174 +15,465%
MAS
639
Meeder Advisory Services
Ohio
$734K +$111K +637 +18%
BCV
640
Banque Cantonale Vaudoise
Switzerland
$733K
ZB
641
Zions Bancorporation
Utah
$732K +$129K +740 +21%
ANTB
642
AMG National Trust Bank
Colorado
$729K -$174K -1,003 -19%
MWM
643
Mission Wealth Management
California
$722K -$9.55K -55 -1%
TCOV
644
Trust Company of Vermont
Vermont
$714K -$22.1K -127 -3%
PWA
645
Providence Wealth Advisors
Illinois
$712K
FDCDDQ
646
Federation des caisses Desjardins du Quebec
Quebec, Canada
$712K -$2M -11,490 -74%
AF
647
Allworth Financial
California
$710K +$146K +843 +26%
OIA
648
OneDigital Investment Advisors
Kansas
$708K +$18.8K +108 +3%
SFA
649
Sequoia Financial Advisors
Ohio
$707K -$1.91K -11 -0.3%
FNFDCM
650
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$704K +$20K +115 +3%