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Travelers Companies

1,247 hedge funds and large institutions have $30.4B invested in Travelers Companies in 2023 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 442 increasing their positions, 478 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
-27
Holders Change %
-2.12%
% of All Funds
19.88%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
102
Increased
442
Reduced
478
Closed
110
Calls
$108M
Puts
$127M
Net Calls
-$19M
Net Calls Change
-$49.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMAG
751
Pinnacle Wealth Management Advisory Group
New Jersey
$479K -$27.9K -171 -6%
WPW
752
Waldron Private Wealth
Pennsylvania
$479K +$61.4K +376 +15%
STCOSD
753
Sageworth Trust Company of South Dakota
South Dakota
$478K
SC
754
SRB Corp
Massachusetts
$477K +$81.7K +500 +21%
HWM
755
HighMark Wealth Management
Minnesota
$477K +$2.94K +18 +0.6%
MMM
756
Mendel Money Management
Illinois
$476K +$66.6K +408 +16%
LCM
757
Lewis Capital Management
California
$473K +$40.7K +249 +9%
MAS
758
Meeder Advisory Services
Ohio
$472K -$218K -1,334 -32%
ACA
759
Aptus Capital Advisors
Alabama
$471K +$89.2K +546 +23%
FNA
760
First National Advisers
Nebraska
$471K +$275K +1,683 +140%
AIP
761
Ameritas Investment Partners
Nebraska
$469K -$16K -98 -3%
MW
762
Marcum Wealth
Ohio
$467K +$21.6K +132 +5%
NIM
763
Northeast Investment Management
Massachusetts
$466K
AWM
764
Axxcess Wealth Management
California
$466K -$164K -1,003 -26%
PWLP
765
Prio Wealth Limited Partnership
Massachusetts
$465K
KS
766
Karpas Strategies
Connecticut
$464K
CAM
767
Cozad Asset Management
Illinois
$461K +$5.23K +32 +1%
SW
768
SkyOak Wealth
Michigan
$461K -$31.2K -191 -6%
FZCM
769
Flynn Zito Capital Management
New York
$454K +$163 +1 +0%
WP
770
WMS Partners
Maryland
$453K -$6.86K -42 -1%
SWM
771
Spire Wealth Management
Virginia
$453K -$327 -2 -0.1%
BONH
772
Bank of New Hampshire
New Hampshire
$452K
FRM
773
Foundation Resource Management
Arkansas
$452K
SFS
774
Stiles Financial Services
Minnesota
$449K +$4.9K +30 +1%
SFG
775
Steward Financial Group
Texas
$447K +$6.47K +40 +1%