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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 %
LA
776
Lifeworks Advisors
Michigan
$480K +$9.53K +50 +2%
SAM
777
Sawgrass Asset Management
Florida
$478K
NWM
778
Northcape Wealth Management
New York
$476K
PT
779
Plimoth Trust
Massachusetts
$475K -$36.2K -190 -7%
OCG
780
Opus Capital Group
Ohio
$475K -$1.72K -9 -0.4%
JWM
781
Jeppson Wealth Management
California
$474K
DIA
782
Dana Investment Advisors
Wisconsin
$473K +$12.8K +67 +3%
BIA
783
Beacon Investment Advisors
Maryland
$472K +$191 +1 +0%
QI
784
Qtron Investments
Massachusetts
$471K -$247K -1,297 -34%
CWA
785
Canvas Wealth Advisors
Kansas
$467K -$996K -5,093 -68%
CI
786
Cigna Investments
Connecticut
$464K
DWP
787
Daymark Wealth Partners
Ohio
$464K
LFAS
788
Level Four Advisory Services
Texas
$463K +$463K +2,433 New
GC
789
Grimes & Company
Massachusetts
$461K +$10.1K +53 +2%
AIM
790
Alhambra Investment Management
Florida
$461K
SWM
791
Salvus Wealth Management
New Jersey
$460K -$4.76K -25 -1%
Pzena Investment Management
792
Pzena Investment Management
New York
$458K +$11.2K +59 +3%
HCA
793
Harbour Capital Advisors
Virginia
$457K
AssetMark Inc
794
AssetMark Inc
California
$457K +$5.33K +28 +1%
FNC
795
First National Corp
Massachusetts
$449K
SWM
796
Scissortail Wealth Management
Oklahoma
$446K +$446K +2,113 New
GFP
797
Gryphon Financial Partners
Ohio
$444K +$116K +623 +35%
TWA
798
TCI Wealth Advisors
Arizona
$443K -$3.81K -20 -0.9%
CSB
799
City State Bank
Iowa
$441K
AP
800
Appleton Partners
Massachusetts
$441K +$34.5K +181 +8%