TRV icon

Travelers Companies

1,317 hedge funds and large institutions have $36.6B invested in Travelers Companies in 2023 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 436 increasing their positions, 459 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
+70
Holders Change %
+5.61%
% of All Funds
19.31%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
189
Increased
436
Reduced
459
Closed
102
Calls
$121M
Puts
$167M
Net Calls
-$46.3M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SYBT
626
Stock Yards Bank & Trust
Kentucky
$819K -$56K -294 -6%
SW
627
SVB Wealth
Massachusetts
$818K -$12.2K -64 -1%
GT
628
Glenview Trust
Kentucky
$817K +$7.24K +38 +0.9%
AWM
629
Axxcess Wealth Management
California
$814K +$271K +1,422 +50%
VRM
630
Vectors Research Management
New York
$809K
SW
631
SlateStone Wealth
Florida
$808K -$11K -58 -1%
BP
632
Ballentine Partners
Massachusetts
$804K +$82.3K +432 +11%
MWM
633
Mission Wealth Management
California
$804K -$16.2K -85 -2%
TMAM
634
Tokio Marine Asset Management
Japan
$793K +$53.1K +279 +7%
BCP
635
Berkeley Capital Partners
Georgia
$791K +$791K +4,151 New
JC
636
JB Capital
Connecticut
$781K -$3.05K -16 -0.4%
FWM
637
Forza Wealth Management
Florida
$776K -$6.67K -35 -0.9%
BSW
638
Buckingham Strategic Wealth
Missouri
$772K -$54.7K -287 -7%
SW
639
SteelPeak Wealth
California
$770K -$780K -4,094 -50%
QCG
640
Quadrant Capital Group
Ohio
$770K +$48.8K +256 +7%
DI
641
DFPG Investments
Utah
$766K -$37.7K -197 -5%
SCM
642
Sterneck Capital Management
Missouri
$762K
MFG
643
Merit Financial Group
Georgia
$762K -$88.2K -463 -10%
AHB
644
Abner Herrman & Brock
New Jersey
$759K -$152K -800 -17%
WP
645
WealthSource Partners
California
$755K -$21.9K -115 -3%
BFA
646
Beaumont Financial Advisors
Massachusetts
$754K +$4.76K +25 +0.6%
AF
647
Allworth Financial
California
$753K -$27.4K -144 -4%
WPA
648
West Paces Advisors
Georgia
$753K +$23.8K +125 +3%
LCWP
649
Legacy Capital Wealth Partners
Arkansas
$752K -$12.8K -67 -2%
FNFDCM
650
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$750K