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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 %
CT
751
Cambridge Trust
Massachusetts
$512K -$48.8K -256 -9%
BJL
752
Brighton Jones LLC
Washington
$511K -$4.76K -25 -0.9%
TAM
753
Trust Asset Management
Texas
$511K
SAG
754
SageView Advisory Group
California
$511K +$511K +2,391 New
RI
755
Rinkey Investments
California
$510K +$510K +2,675 New
GDP
756
Great Diamond Partners
Maine
$509K -$9.52K -50 -2%
FRM
757
Foundation Resource Management
Arkansas
$508K -$19K -100 -4%
LA
758
LVW Advisors
New York
$505K +$219K +1,151 +77%
BRWA
759
B. Riley Wealth Advisors
Florida
$505K -$1.34M -7,043 -73%
TCA
760
Transcend Capital Advisors
New Jersey
$500K +$34.1K +179 +7%
SWM
761
Sugarloaf Wealth Management
Georgia
$499K
CHAM
762
Clear Harbor Asset Management
Connecticut
$499K
SIG
763
Sky Investment Group
Connecticut
$498K
CF
764
Centaurus Financial
California
$497K -$8.77K -46 -2%
ILI
765
Invesco LLC (Illinois)
Illinois
$497K
FSA
766
Franklin Street Advisors
North Carolina
$494K
DGAM
767
Desjardins Global Asset Management
Quebec, Canada
$490K -$1M -5,264 -67%
OFS
768
Orrstown Financial Services
Pennsylvania
$488K +$488K +2,564 New
EWA
769
EP Wealth Advisors
California
$488K +$488K +2,563 New
IWM
770
IHT Wealth Management
Illinois
$487K -$21.7K -114 -4%
GWM
771
Geneos Wealth Management
Colorado
$485K +$3.43K +18 +0.7%
HB
772
HTLF Bank
Colorado
$484K +$484K +2,543 New
SWM
773
SeaCrest Wealth Management
New York
$484K +$5.98K +31 +1%
AIP
774
Ameritas Investment Partners
Nebraska
$483K -$63.1K -331 -12%
FNBSF
775
First National Bank Sioux Falls
South Dakota
$483K -$1.91K -10 -0.4%