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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 %
FZCM
726
Flynn Zito Capital Management
New York
$558K +$28.8K +151 +5%
STCOSD
727
Sageworth Trust Company of South Dakota
South Dakota
$558K
IPW
728
Inlet Private Wealth
Florida
$552K -$114K -600 -17%
WPW
729
Waldron Private Wealth
Pennsylvania
$552K -$5.91K -31 -1%
MMM
730
Mendel Money Management
Illinois
$551K -$4.76K -25 -0.9%
CA
731
Clearstead Advisors
Ohio
$548K -$514K -2,696 -48%
DWT
732
Dorsey & Whitney Trust
South Dakota
$547K +$57.7K +303 +12%
AWM
733
Aries Wealth Management
Maine
$544K -$1.33K -7 -0.2%
KS
734
Karpas Strategies
Connecticut
$541K
DWM
735
Destination Wealth Management
California
$539K +$28.6K +150 +6%
SC
736
SRB Corp
Massachusetts
$539K -$17.5K -92 -3%
BWP
737
Baldwin Wealth Partners
Massachusetts
$536K -$37.7K -198 -7%
WP
738
WMS Partners
Maryland
$534K +$5.14K +27 +1%
BWM
739
Baystate Wealth Management
Massachusetts
$533K +$432K +2,266 +424%
CAM
740
Cozad Asset Management
Illinois
$531K -$6.1K -32 -1%
TPW
741
Transatlantique Private Wealth
New York
$531K +$18.7K +98 +4%
BONH
742
Bank of New Hampshire
New Hampshire
$527K
SFS
743
Stiles Financial Services
Minnesota
$526K +$1.9K +10 +0.4%
SVWAG
744
Sound View Wealth Advisors Group
Georgia
$523K +$87.6K +460 +20%
ABC
745
Associated Banc-Corp
Wisconsin
$521K
LI
746
LMCG Investments
Massachusetts
$521K
SW
747
SkyOak Wealth
Michigan
$519K -$17.7K -93 -3%
WA
748
Wealth Alliance
New York
$518K +$40.4K +212 +8%
ANTB
749
AMG National Trust Bank
Colorado
$518K -$50.9K -267 -9%
HIP
750
HUB Investment Partners
Texas
$512K +$237K +1,243 +86%