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Travelers Companies

1,252 hedge funds and large institutions have $32.2B invested in Travelers Companies in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 397 increasing their positions, 489 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-37
Holders Change %
-2.87%
% of All Funds
20.04%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
111
Increased
397
Reduced
489
Closed
117
Calls
$166M
Puts
$159M
Net Calls
+$6.65M
Net Calls Change
+$59.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WF
701
Welch & Forbes
Massachusetts
$552K -$12.9K -75 -2%
CCA
702
Checchi Capital Advisers
California
$548K +$11.7K +68 +2%
GVAG
703
Great Valley Advisor Group
Delaware
$547K +$192K +1,119 +54%
WCM
704
Weik Capital Management
Pennsylvania
$546K -$400K -2,337 -42%
WPW
705
Waldron Private Wealth
Pennsylvania
$543K +$40.6K +237 +8%
CIBC World Market
706
CIBC World Market
Ontario, Canada
$542K -$192K -1,121 -26%
JFA
707
JNBA Financial Advisors
Minnesota
$541K -$3.09K -18 -0.6%
IGWM
708
ICA Group Wealth Management
Colorado
$537K -$39.1K -228 -7%
JIC
709
Joel Isaacson & Co
New York
$535K -$55.9K -326 -9%
PNC
710
Park National Corp
Ohio
$534K -$857 -5 -0.2%
RPGK
711
Retirement Planning Group (Kansas)
Kansas
$532K +$183K +1,067 +52%
CT
712
Cambridge Trust
Massachusetts
$529K -$54.3K -317 -9%
BAM
713
Brave Asset Management
New Jersey
$528K
P
714
Pitcairn
Pennsylvania
$528K -$18.5K -108 -3%
SI
715
Saxon Interests
Texas
$527K +$527K +3,073 New
AIP
716
Ameritas Investment Partners
Nebraska
$524K
VanEck Associates
717
VanEck Associates
New York
$522K -$101K -587 -16%
LI
718
LMCG Investments
Massachusetts
$520K
BWP
719
Baldwin Wealth Partners
Massachusetts
$517K -$7.03K -41 -1%
SW
720
SkyOak Wealth
Michigan
$516K
AIA
721
Alera Investment Advisors
Illinois
$516K -$191K -1,116 -27%
WB
722
WesBanco Bank
West Virginia
$515K -$8.39K -49 -2%
BJL
723
Brighton Jones LLC
Washington
$513K -$8.06K -47 -2%
QT
724
Quantamental Technologies
New York
$509K +$509K +2,969 New
GCMG
725
Gyroscope Capital Management Group
Florida
$505K +$18.3K +107 +4%