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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 %
GT
651
Glenview Trust
Kentucky
$694K +$88.7K +543 +15%
VRM
652
Vectors Research Management
New York
$690K -$12.4K -76 -2%
PWA
653
Providence Wealth Advisors
Illinois
$686K +$16.2K +100 +2%
BL
654
Balentine LLC
Georgia
$676K -$119K -730 -15%
JC
655
JB Capital
Connecticut
$672K +$39K +239 +6%
FWM
656
Forza Wealth Management
Florida
$671K +$24.5K +150 +4%
AF
657
Allworth Financial
California
$669K +$1.8K +11 +0.3%
WP
658
WealthSource Partners
California
$666K -$25.5K -156 -4%
OIA
659
OneDigital Investment Advisors
Kansas
$660K -$6.37K -39 -1%
LCWP
660
Legacy Capital Wealth Partners
Arkansas
$655K +$655K +4,014 New
TCOT
661
Trust Company of Toledo
Ohio
$655K +$135K +825 +26%
SCM
662
Sterneck Capital Management
Missouri
$653K
TCOV
663
Trust Company of Vermont
Vermont
$653K -$18.5K -113 -3%
FRM
664
Fox Run Management
Connecticut
$648K -$154K -942 -19%
MYIA
665
Mount Yale Investment Advisors
Colorado
$645K -$15.4K -94 -2%
FNFDCM
666
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$643K -$18.8K -115 -3%
BFA
667
Beaumont Financial Advisors
Massachusetts
$642K
BFEC
668
Benjamin F. Edwards & Company
Missouri
$642K -$15.8K -97 -2%
BTWM
669
Baker Tilly Wealth Management
Wisconsin
$642K -$1.16M -7,122 -64%
CWM
670
Connecticut Wealth Management
Connecticut
$639K +$247K +1,512 +63%
VI
671
Versor Investments
New York
$638K -$163K -1,000 -20%
TMAM
672
Tokio Marine Asset Management
Japan
$635K +$13.6K +83 +2%
BFM
673
Boston Financial Management
Massachusetts
$633K +$9.47K +58 +2%
TL
674
Tradewinds LLC
North Carolina
$629K
DC
675
Davenport & Co
Virginia
$629K -$18.6K -114 -3%