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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 %
MYIA
651
Mount Yale Investment Advisors
Colorado
$702K +$10.4K +60 +2%
BFEC
652
Benjamin F. Edwards & Company
Missouri
$700K -$4.69K -27 -0.7%
BP
653
Ballentine Partners
Massachusetts
$695K -$165K -952 -19%
BSW
654
Buckingham Strategic Wealth
Missouri
$695K -$41.3K -238 -6%
SCM
655
Sterneck Capital Management
Missouri
$695K
FCA
656
FinTrust Capital Advisors
South Carolina
$693K
DC
657
Davenport & Co
Virginia
$689K +$5.9K +34 +0.9%
FWM
658
Forza Wealth Management
Florida
$687K -$23.1K -133 -3%
BFA
659
Beaumont Financial Advisors
Massachusetts
$683K +$1.04K +6 +0.2%
CCM
660
Coldstream Capital Management
Washington
$681K -$12.3K -71 -2%
BOS
661
Bank of Stockton
California
$678K
CIM
662
Cambria Investment Management
California
$677K -$159K -913 -19%
QCM
663
Qsemble Capital Management
New York
$677K +$677K +3,900 New
MPPW
664
Mitchell & Pahl Private Wealth
Oklahoma
$676K -$21.7K -125 -3%
BB
665
Busey Bank
Illinois
$676K -$149K -858 -18%
JC
666
JB Capital
Connecticut
$673K -$13K -75 -2%
PCM
667
Penserra Capital Management
California
$672K +$230K +1,327 +52%
AWM
668
Axxcess Wealth Management
California
$669K +$197K +1,133 +42%
TL
669
Tradewinds LLC
North Carolina
$669K
BBNA
670
Bremer Bank National Association
Minnesota
$668K -$74.7K -430 -10%
LC
671
Lindbrook Capital
California
$668K +$4.34K +25 +0.7%
VFA
672
Valeo Financial Advisors
Indiana
$668K +$76.9K +443 +13%
HCA
673
Harbor Capital Advisors
Illinois
$666K
BFM
674
Boston Financial Management
Massachusetts
$663K +$663K +3,819 New
SW
675
SlateStone Wealth
Florida
$661K -$37.2K -214 -5%