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Travelers Companies

1,116 hedge funds and large institutions have $29.5B invested in Travelers Companies in 2020 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 306 increasing their positions, 423 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+102
Holders Change %
+10.06%
% of All Funds
19.8%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.14%
New
192
Increased
306
Reduced
423
Closed
72
Calls
$105M
Puts
$103M
Net Calls
+$2.54M
Net Calls Change
-$52.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
726
AssetMark Inc
California
$339K -$4.22K -30 -1%
MCC
727
Money Concepts Capital
Florida
$336K +$336K +2,395 New
BDF
728
Balasa Dinverno & Foltz
$335K +$40.3K +287 +14%
HNW
729
High Note Wealth
Minnesota
$335K +$335K +2,388 New
WQ
730
Wealth Quarterback
New Jersey
$332K -$492K -3,505 -60%
PMFA
731
Plante Moran Financial Advisors
Michigan
$332K +$323K +2,300 +3,594%
UWM
732
Urban Wealth Management
California
$332K +$332K +2,367 New
SBIA
733
Sheaff Brock Investment Advisors
Indiana
$328K -$3.29M -23,441 -91%
ONB
734
Old National Bancorp
Indiana
$325K -$1.4K -10 -0.4%
FI
735
FormulaFolio Investments
Michigan
$324K +$324K +2,307 New
CGL
736
Clarius Group LLC
Washington
$322K +$322K +2,292 New
AP
737
Appleton Partners
Massachusetts
$318K -$26.2K -187 -8%
SYBT
738
Stock Yards Bank & Trust
Kentucky
$315K -$66.6K -475 -17%
VWA
739
V Wealth Advisors
Kansas
$314K +$314K +2,237 New
SFG
740
SNS Financial Group
Minnesota
$313K -$9.55K -68 -3%
MBTD
741
Mechanics Bank - Trust Department
California
$313K
EP
742
Eudaimonia Partners
Tennessee
$311K +$2.52K +18 +0.8%
MCWS
743
McKinley Carter Wealth Services
West Virginia
$311K +$38.4K +273 +14%
TFS
744
TrustCore Financial Services
Tennessee
$310K
BTW
745
Boston Trust Walden
Massachusetts
$310K
FCBT
746
First Citizens Bank & Trust
North Carolina
$308K -$266K -1,887 -46%
TWA
747
TCI Wealth Advisors
Arizona
$307K -$57.9K -413 -16%
TU
748
TDAM USA
Ontario, Canada
$306K -$37.7K -269 -11%
TC
749
TAP Consulting
Missouri
$304K
DWM
750
Defined Wealth Management
Oregon
$303K +$303K +2,161 New