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Travelers Companies

1,014 hedge funds and large institutions have $22.6B invested in Travelers Companies in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 314 increasing their positions, 421 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-14
Holders Change %
-1.36%
% of All Funds
20.51%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.04%
New
82
Increased
314
Reduced
421
Closed
92
Calls
$142M
Puts
$87.6M
Net Calls
+$54.8M
Net Calls Change
+$33.7M
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
726
Donaldson Capital Management
Indiana
$279K +$433 +4 +0.2%
GDP
727
Great Diamond Partners
Maine
$279K +$71.2K +659 +34%
CPO
728
Cerity Partners OCIO
New York
$277K +$57.5K +532 +26%
WSFS
729
Wilmington Savings Fund Society
Delaware
$269K -$32.5K -300 -11%
OAM
730
Oberweis Asset Management
Illinois
$269K +$325 +3 +0.1%
AP
731
Appleton Partners
Massachusetts
$265K -$26.1K -242 -9%
TU
732
TDAM USA
Ontario, Canada
$265K -$8.32K -77 -3%
SWM
733
Sugarloaf Wealth Management
Georgia
$264K -$844K -7,800 -76%
AssetMark Inc
734
AssetMark Inc
California
$264K +$34.8K +322 +15%
BAM
735
Blueshift Asset Management
New Jersey
$264K +$264K +2,437 New
WTB
736
Washington Trust Bank
Washington
$262K -$62.9K -582 -19%
MLL
737
Moody Lynn & Lieberson
Massachusetts
$262K
FFS
738
Founders Financial Securities
Maryland
$259K +$30.5K +282 +13%
MAFM
739
Mid Atlantic Financial Management
Pennsylvania
$255K -$17.9K -133 -7%
FGA
740
Fortis Group Advisors
New Jersey
$254K +$254K +2,352 New
ONB
741
Old National Bancorp
Indiana
$252K -$234K -2,162 -48%
MSFP
742
Mark Sheptoff Financial Planning
Connecticut
$250K -$69K -639 -22%
ERIM
743
Eagle Ridge Investment Management
Connecticut
$249K
SFG
744
SNS Financial Group
Minnesota
$248K
LJAC
745
L.J. Altfest & Co
New York
$247K +$433 +4 +0.2%
IA
746
Independence Advisors
Pennsylvania
$246K
WIP
747
Wellesley Investment Partners
Massachusetts
$245K -$52.2K -483 -18%
DWM
748
Doyle Wealth Management
Florida
$244K +$33.7K +312 +16%
MBTD
749
Mechanics Bank - Trust Department
California
$241K
TFS
750
TrustCore Financial Services
Tennessee
$239K -$1.3K -12 -0.5%