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Travelers Companies

1,436 hedge funds and large institutions have $43.5B invested in Travelers Companies in 2024 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 446 increasing their positions, 510 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+119
Holders Change %
+9.04%
% of All Funds
20.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
204
Increased
446
Reduced
510
Closed
70
Calls
$173M
Puts
$197M
Net Calls
-$23.9M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DA
776
DCM Advisors
New York
$632K -$451K -1,960 -42%
AssetMark Inc
777
AssetMark Inc
California
$630K +$78.2K +340 +14%
ABC
778
Associated Banc-Corp
Wisconsin
$630K
CF
779
Centaurus Financial
California
$629K +$28.8K +125 +5%
LI
780
LMCG Investments
Massachusetts
$628K -$1.15K -5 -0.2%
SW
781
SkyOak Wealth
Michigan
$628K
BWP
782
Baldwin Wealth Partners
Massachusetts
$624K -$23.7K -103 -4%
WPW
783
Waldron Private Wealth
Pennsylvania
$623K -$47.1K -204 -7%
LA
784
Lifeworks Advisors
Michigan
$620K +$40.3K +175 +7%
TVM
785
True Vision MN
Minnesota
$619K +$619K +2,902 New
CT
786
Cambridge Trust
Massachusetts
$619K
TAM
787
Trust Asset Management
Texas
$618K
RI
788
Rinkey Investments
California
$616K
GDP
789
Great Diamond Partners
Maine
$615K
AWM
790
Avior Wealth Management
Nebraska
$615K +$462K +2,009 +303%
BOH
791
Bank of Hawaii
Hawaii
$614K -$151K -655 -20%
FRM
792
Foundation Resource Management
Arkansas
$613K
SWM
793
Sugarloaf Wealth Management
Georgia
$603K
CHAM
794
Clear Harbor Asset Management
Connecticut
$603K
SIG
795
Sky Investment Group
Connecticut
$602K
FSA
796
Franklin Street Advisors
North Carolina
$597K
BJL
797
Brighton Jones LLC
Washington
$595K -$22.6K -98 -4%
GCP
798
GSA Capital Partners
United Kingdom
$593K +$593K +2,575 New
OFS
799
Orrstown Financial Services
Pennsylvania
$590K
GWM
800
Geneos Wealth Management
Colorado
$590K +$3.91K +17 +0.7%