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Travelers Companies

1,317 hedge funds and large institutions have $36.6B invested in Travelers Companies in 2023 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 436 increasing their positions, 459 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
+70
Holders Change %
+5.61%
% of All Funds
19.31%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
189
Increased
436
Reduced
459
Closed
102
Calls
$121M
Puts
$167M
Net Calls
-$46.3M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WS
701
Wedbush Securities
California
$616K -$26.9K -141 -4%
PWMAG
702
Pinnacle Wealth Management Advisory Group
New Jersey
$614K +$56K +294 +10%
ET
703
Equitable Trust
Tennessee
$608K
EGM
704
Engineers Gate Manager
New York
$603K -$14.4M -75,759 -96%
UCB
705
United Community Bank
South Carolina
$602K -$4.95K -26 -0.8%
JFA
706
JNBA Financial Advisors
Minnesota
$602K
JIC
707
Joel Isaacson & Co
New York
$596K +$19.8K +104 +3%
KCM
708
Kathmere Capital Management
Pennsylvania
$594K +$187K +984 +46%
BAM
709
Brave Asset Management
New Jersey
$591K +$4.76K +25 +0.8%
PFS
710
Prospera Financial Services
Texas
$585K -$93.2K -489 -14%
MWM
711
Modera Wealth Management
New Jersey
$582K -$4.95K -26 -0.8%
EH
712
Equitable Holdings
New York
$576K -$14.7K -77 -2%
GL
713
Graypoint LLC
New York
$576K +$117K +616 +26%
WCM
714
Weik Capital Management
Pennsylvania
$574K
BTWM
715
Baker Tilly Wealth Management
Wisconsin
$573K -$176K -924 -24%
ACA
716
Aptus Capital Advisors
Alabama
$573K +$23.2K +122 +4%
SI
717
Saxon Interests
Texas
$572K +$572K +3,004 New
CBA
718
Coastal Bridge Advisors
Connecticut
$572K +$952 +5 +0.2%
T
719
TOBAM
France
$568K -$18.1K -95 -3%
PWLP
720
Prio Wealth Limited Partnership
Massachusetts
$566K +$23.6K +124 +4%
NS
721
NBC Securities
Alabama
$564K -$20.7K -109 -4%
MAS
722
Meeder Advisory Services
Ohio
$563K +$12.8K +67 +2%
MW
723
Marcum Wealth
Ohio
$561K +$16.4K +86 +3%
HWM
724
HighMark Wealth Management
Minnesota
$559K +$2.86K +15 +0.5%
CAM
725
Cidel Asset Management
Ontario, Canada
$559K +$559K +2,935 New