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Travelers Companies

1,394 hedge funds and large institutions have $38.6B invested in Travelers Companies in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 506 increasing their positions, 478 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,394
Holders Change
-42
Holders Change %
-2.92%
% of All Funds
20.27%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.1%
New
113
Increased
506
Reduced
478
Closed
132
Calls
$111M
Puts
$183M
Net Calls
-$72.5M
Net Calls Change
-$48.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BP
626
Ballentine Partners
Massachusetts
$930K +$46.8K +230 +5%
MAS
627
Meeder Advisory Services
Ohio
$928K +$287K +1,411 +45%
WA
628
Wealth Alliance
New York
$920K -$41.9K -206 -4%
IAMOG
629
Investors Asset Management of Georgia
Georgia
$917K
SPI
630
Sutton Place Investors
New York
$911K +$1.42K +7 +0.2%
SP
631
Symmetry Partners
Connecticut
$903K
MWM
632
Mission Wealth Management
California
$900K +$4.27K +21 +0.5%
BSW
633
Buckingham Strategic Wealth
Missouri
$899K +$34.6K +170 +4%
HDIM
634
Hanson & Doremus Investment Management
Vermont
$897K -$7.73K -38 -0.9%
BIM
635
Bridges Investment Management
Nebraska
$897K +$19.1K +94 +2%
CCM
636
Coldstream Capital Management
Washington
$895K -$610 -3 -0.1%
FFM
637
Forum Financial Management
Illinois
$891K -$3.05K -15 -0.3%
B
638
Bailard
California
$889K -$410K -2,016 -32%
SC
639
Searle & Co
Connecticut
$875K
SG
640
Somerset Group
Minnesota
$875K
AFA
641
AA Financial Advisors
Ohio
$862K -$51.6K -254 -6%
IA
642
IFP Advisors
Florida
$862K +$652K +3,208 +311%
SYBT
643
Stock Yards Bank & Trust
Kentucky
$862K
LI
644
LRI Investments
Florida
$859K +$99.8K +491 +13%
P
645
Pitcairn
Pennsylvania
$850K +$157K +772 +23%
FNBT
646
FineMark National Bank & Trust
Florida
$850K
VI
647
Vestcor Inc
New Brunswick, Canada
$849K
TL
648
Tradewinds LLC
North Carolina
$845K +$62K +305 +8%
FW
649
FullCircle Wealth
Texas
$843K +$843K +4,058 New
BCP
650
Berkeley Capital Partners
Georgia
$842K +$32.7K +161 +4%