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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 %
CPO
751
Cerity Partners OCIO
New York
$504K +$13.7K +73 +3%
DWT
752
Dorsey & Whitney Trust
South Dakota
$504K -$375 -2 -0.1%
SC
753
Searle & Co
Connecticut
$501K
NICM
754
Neo Ivy Capital Management
New York
$494K +$494K +2,634 New
SWM
755
Sugarloaf Wealth Management
Georgia
$491K -$188 -1 -0%
GP
756
Girard Partners
Pennsylvania
$489K +$35.6K +190 +8%
VWA
757
V Wealth Advisors
Kansas
$488K +$76.7K +409 +19%
CF
758
Centaurus Financial
California
$486K +$34.1K +182 +8%
FMAEN1
759
Fund Management at Engine No 1
California
$484K +$55.9K +298 +13%
IA
760
IFG Advisory
Georgia
$483K -$19.1K -102 -4%
WS
761
Wedbush Securities
California
$483K +$7.88K +42 +2%
LWAC
762
Laurel Wealth Advisors (California)
California
$482K -$1.31K -7 -0.3%
FNBSF
763
First National Bank Sioux Falls
South Dakota
$481K -$7.13K -38 -1%
IAIM
764
International Assets Investment Management
Florida
$480K +$480K +2,561 New
CGL
765
Clarius Group LLC
Washington
$480K +$4.88K +26 +1%
CBA
766
Coastal Bridge Advisors
Connecticut
$476K +$750 +4 +0.2%
BTI
767
Blue Trust Inc
Georgia
$476K +$71K +463 +18%
SC
768
SRB Corp
Massachusetts
$474K
DCM
769
Donaldson Capital Management
Indiana
$472K -$182K -969 -28%
JWM
770
Jeppson Wealth Management
California
$468K +$468K +2,495 New
AIM
771
Alhambra Investment Management
Florida
$467K
Lido Advisors
772
Lido Advisors
California
$466K +$37.1K +198 +9%
DBT
773
Dubuque Bank & Trust
Iowa
$465K
ECG
774
Edge Capital Group
Georgia
$463K -$1.69K -9 -0.4%
BIA
775
Beacon Investment Advisors
Maryland
$462K +$462K +2,462 New