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Travelers Companies

1,161 hedge funds and large institutions have $31.3B invested in Travelers Companies in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 379 increasing their positions, 411 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+45
Holders Change %
+4.03%
% of All Funds
20.44%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
130
Increased
379
Reduced
411
Closed
72
Calls
$95.3M
Puts
$77.1M
Net Calls
+$18.2M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
776
TrustCore Financial Services
Tennessee
$331K -$1.51K -10 -0.5%
WANY
777
Wealthspire Advisors (New York)
New York
$331K +$38K +253 +13%
RWA
778
River Wealth Advisors
Pennsylvania
$330K -$35.1K -233 -10%
QVT
779
Quantitative Value Technologies
Kansas
$329K +$329K +2,185 New
FCBT
780
First Citizens Bank & Trust
North Carolina
$328K -$1.2K -8 -0.4%
LJAC
781
L.J. Altfest & Co
New York
$328K +$4.06K +27 +1%
PWMAG
782
Pinnacle Wealth Management Advisory Group
New Jersey
$327K -$42.8K -285 -12%
ONB
783
Old National Bancorp
Indiana
$327K -$21.2K -141 -6%
WSTAM
784
Wilbanks Smith & Thomas Asset Management
Virginia
$326K +$326K +2,166 New
DWM
785
Defined Wealth Management
Oregon
$325K
CIP
786
Convergence Investment Partners
Florida
$325K +$325K +2,163 New
DWM
787
Doyle Wealth Management
Florida
$324K -$47.9K -318 -13%
BP
788
Ballentine Partners
Massachusetts
$324K +$27.4K +182 +9%
SWM
789
SeaCrest Wealth Management
New York
$324K +$31.7K +211 +11%
ERIM
790
Eagle Ridge Investment Management
Connecticut
$321K
JFL
791
Jarislowsky, Fraser Ltd
Quebec, Canada
$321K +$21K +140 +7%
KFGK
792
Keystone Financial Group (Kentucky)
Kentucky
$319K
VBCG
793
Valley Brook Capital Group
Pennsylvania
$319K
MBTD
794
Mechanics Bank - Trust Department
California
$317K -$18.8K -125 -6%
IWA
795
Intercontinental Wealth Advisors
Texas
$317K +$2.41K +16 +0.8%
APWM
796
Atlas Private Wealth Management
New York
$316K -$404K -2,687 -56%
GC
797
Grimes & Company
Massachusetts
$315K
LAIC
798
Lederer & Associates Investment Counsel
California
$314K -$108K -715 -25%
MSFP
799
Mark Sheptoff Financial Planning
Connecticut
$312K
PHK
800
Point72 Hong Kong
Hong Kong
$311K -$62.9K -418 -17%