TRV icon

Travelers Companies

1,394 hedge funds and large institutions have $38.6B invested in Travelers Companies in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 506 increasing their positions, 478 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,394
Holders Change
-42
Holders Change %
-2.92%
% of All Funds
20.27%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.1%
New
113
Increased
506
Reduced
478
Closed
132
Calls
$111M
Puts
$183M
Net Calls
-$72.5M
Net Calls Change
-$48.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BTWM
751
Baker Tilly Wealth Management
Wisconsin
$581K -$30.3K -149 -5%
TVM
752
True Vision MN
Minnesota
$581K -$9.35K -46 -2%
KS
753
Karpas Strategies
Connecticut
$577K
VA
754
Verdad Advisers
Massachusetts
$575K
EWA
755
EP Wealth Advisors
California
$573K +$53.1K +261 +10%
Fiera Capital (Canada)
756
Fiera Capital (Canada)
Quebec, Canada
$568K -$370K -1,821 -39%
BAM
757
Brave Asset Management
New Jersey
$565K +$1.42K +7 +0.3%
WB
758
WesBanco Bank
West Virginia
$561K +$1.02K +5 +0.2%
GFP
759
Gryphon Financial Partners
Ohio
$561K +$203 +1 +0%
QI
760
Qtron Investments
Massachusetts
$560K
SWP
761
Stratos Wealth Partners
Ohio
$560K -$244K -1,198 -30%
NPT
762
Nixon Peabody Trust
Massachusetts
$559K -$92.5K -455 -14%
WPW
763
Waldron Private Wealth
Pennsylvania
$555K +$7.32K +36 +1%
LI
764
LMCG Investments
Massachusetts
$555K
SW
765
SkyOak Wealth
Michigan
$555K
GWANC
766
Guardian Wealth Advisors (North Carolina)
North Carolina
$554K +$97.8K +481 +21%
ABC
767
Associated Banc-Corp
Wisconsin
$553K -$3.05K -15 -0.5%
SWM
768
Spire Wealth Management
Virginia
$553K -$66.7K -328 -11%
CIA
769
Concurrent Investment Advisors
Florida
$553K +$214K +1,054 +63%
GCP
770
GSA Capital Partners
United Kingdom
$551K +$27.1K +133 +5%
GWM
771
Geneos Wealth Management
Colorado
$547K +$25.6K +126 +5%
TAM
772
Trust Asset Management
Texas
$546K
TPW
773
Transatlantique Private Wealth
New York
$545K -$5.12K -26 -0.9%
RI
774
Rinkey Investments
California
$544K
EFA
775
Evernest Financial Advisors
Indiana
$542K +$80.3K +395 +17%