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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 %
TC
626
Toews Corporation
New Jersey
$751K +$751K +4,600 New
SYBT
627
Stock Yards Bank & Trust
Kentucky
$750K -$17.1K -105 -2%
OMC
628
Old Mission Capital
Illinois
$742K +$742K +4,544 New
ZB
629
Zions Bancorporation
Utah
$742K +$53.6K +328 +8%
HSA
630
HBK Sorce Advisory
Pennsylvania
$739K -$46.7K -286 -6%
AG
631
Ascent Group
Virginia
$739K +$170K +1,006 +30%
CP
632
CenterBook Partners
Connecticut
$737K +$737K +4,513 New
MC
633
Machina Capital
France
$736K -$388K -2,373 -35%
CG
634
Caprock Group
Idaho
$735K -$11.1K -68 -1%
Impax Asset Management Group
635
Impax Asset Management Group
United Kingdom
$731K -$224K -1,370 -23%
IAMOG
636
Investors Asset Management of Georgia
Georgia
$731K
MFG
637
Merit Financial Group
Georgia
$729K -$116K -711 -14%
PWC
638
PYA Waltman Capital
Tennessee
$725K +$208K +1,274 +40%
FFM
639
Forum Financial Management
Illinois
$719K +$653 +4 +0.1%
SFO
640
Stokes Family Office
Louisiana
$715K -$26.6K -163 -4%
UCFA
641
United Capital Financial Advisors
Texas
$715K -$119K -729 -14%
SW
642
SVB Wealth
Massachusetts
$712K -$49.2K -301 -6%
BSW
643
Buckingham Strategic Wealth
Missouri
$709K +$55.7K +341 +9%
DI
644
DFPG Investments
Utah
$708K +$85K +504 +14%
BIM
645
Bridges Investment Management
Nebraska
$705K
FNBT
646
FineMark National Bank & Trust
Florida
$704K -$59.1K -362 -8%
MWM
647
Mission Wealth Management
California
$703K +$24K +147 +4%
SG
648
Somerset Group
Minnesota
$703K -$1.87M -11,459 -73%
SW
649
SlateStone Wealth
Florida
$702K +$81K +496 +13%
WQ
650
Wealth Quarterback
New Jersey
$700K -$1.14K -7 -0.2%