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Travelers Companies

1,289 hedge funds and large institutions have $35.3B invested in Travelers Companies in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 404 increasing their positions, 423 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,289
Holders Change
+98
Holders Change %
+8.23%
% of All Funds
20.8%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.31%
New
204
Increased
404
Reduced
423
Closed
85
Calls
$175M
Puts
$228M
Net Calls
-$52.8M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
Dimensional Fund Advisors
726
Dimensional Fund Advisors
Texas
$544K -$54.7K -291,697 -9%
LCM
727
Lewis Capital Management
California
$544K
HWM
728
HighMark Wealth Management
Minnesota
$538K +$2.44K +13 +0.5%
AWM
729
Aries Wealth Management
Maine
$536K
PWLP
730
Prio Wealth Limited Partnership
Massachusetts
$534K
LNB
731
Ledyard National Bank
$533K -$2.25K -12 -0.4%
KS
732
Karpas Strategies
Connecticut
$532K
GCMG
733
Gyroscope Capital Management Group
Florida
$532K +$532K +2,838 New
LOAMS
734
Lombard Odier Asset Management (Switzerland)
Switzerland
$531K +$282K +1,503 +113%
BONH
735
Bank of New Hampshire
New Hampshire
$528K -$4.69K -25 -0.9%
GWM
736
Geneos Wealth Management
Colorado
$524K -$5.81K -31 -1%
SVWAG
737
Sound View Wealth Advisors Group
Georgia
$523K +$523K +2,747 New
WP
738
WMS Partners
Maryland
$523K +$1.88K +10 +0.4%
CAM
739
Cozad Asset Management
Illinois
$523K
SIG
740
Sky Investment Group
Connecticut
$522K -$21.6K -115 -4%
FRM
741
Foundation Resource Management
Arkansas
$518K
AWM
742
Axxcess Wealth Management
California
$515K -$5.81K -31 -1%
CIA
743
Choate Investment Advisors
Massachusetts
$514K +$49.7K +265 +11%
NIM
744
Northeast Investment Management
Massachusetts
$512K
ABC
745
Associated Banc-Corp
Wisconsin
$511K +$15.4K +82 +3%
PP
746
Paloma Partners
Connecticut
$510K +$510K +2,721 New
SW
747
SlateStone Wealth
Florida
$510K +$107K +572 +27%
CC
748
Courier Capital
New York
$510K
TAM
749
Trust Asset Management
Texas
$509K
SFS
750
Stiles Financial Services
Minnesota
$507K +$1.69K +9 +0.3%