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Travelers Companies

1,436 hedge funds and large institutions have $43.5B invested in Travelers Companies in 2024 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 446 increasing their positions, 510 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+119
Holders Change %
+9.04%
% of All Funds
20.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
204
Increased
446
Reduced
510
Closed
70
Calls
$173M
Puts
$197M
Net Calls
-$23.9M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
676
Diversify Advisory Services
Utah
$884K +$884K +3,873 New
MAM
677
Madison Asset Management
Wisconsin
$881K -$157K -682 -15%
VHAM
678
Van Hulzen Asset Management
California
$873K +$230 +1 +0%
DC
679
Davenport & Co
Virginia
$872K -$19.8K -86 -2%
KCM
680
Kanawha Capital Management
Virginia
$872K +$11.5K +50 +1%
HNW
681
High Note Wealth
Minnesota
$868K +$3.68K +16 +0.4%
LI
682
LRI Investments
Florida
$859K +$859K +3,732 New
ANTB
683
AMG National Trust Bank
Colorado
$856K +$230K +1,000 +37%
FF
684
Friedenthal Financial
New Jersey
$847K +$847K +3,681 New
VA
685
Vident Advisory
Georgia
$844K +$63.1K +274 +8%
MAM
686
MWA Asset Management
Massachusetts
$844K -$17K -74 -2%
WIM
687
Waycross Investment Management
Washington
$843K +$843K +3,661 New
CF
688
Copperwynd Financial
Arizona
$842K -$17K -74 -2%
FT
689
Fiduciary Trust
Massachusetts
$840K -$426K -1,853 -34%
AF
690
Allworth Financial
California
$839K -$71.6K -311 -8%
MCC
691
Money Concepts Capital
Florida
$830K +$9.67K +42 +1%
MPPW
692
Mitchell & Pahl Private Wealth
Oklahoma
$821K -$47.6K -207 -5%
EF
693
Empowered Funds
Pennsylvania
$821K -$1.08M -4,682 -57%
JWBC
694
J.W. Burns & Co
New York
$817K -$4.6K -20 -0.6%
Walleye Capital
695
Walleye Capital
New York
$817K +$663K +2,883 +432%
BWAM
696
Boyd Watterson Asset Management
Ohio
$814K
CA
697
Clearstead Advisors
Ohio
$813K +$190K +877 +30%
ST
698
Smithfield Trust
Pennsylvania
$813K
PB
699
Pinnacle Bancorp
Nebraska
$803K -$7.36K -32 -0.9%
TWM
700
Tradition Wealth Management
Minnesota
$793K -$89.5K -389 -10%