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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 %
FRM
776
Foundation Resource Management
Arkansas
$542K
LFAS
777
Level Four Advisory Services
Texas
$541K +$46K +226 +9%
AssetMark Inc
778
AssetMark Inc
California
$540K -$17.1K -84 -3%
BWP
779
Baldwin Wealth Partners
Massachusetts
$539K -$12.2K -60 -2%
CHAM
780
Clear Harbor Asset Management
Connecticut
$534K +$1.42K +7 +0.3%
SWM
781
Sugarloaf Wealth Management
Georgia
$533K
WF
782
Welch & Forbes
Massachusetts
$532K -$130K -640 -20%
SIG
783
Sky Investment Group
Connecticut
$532K
JAG
784
Journey Advisory Group
Kentucky
$531K -$96.6K -475 -15%
SFS
785
Stiles Financial Services
Minnesota
$531K -$31.3K -154 -6%
SWS
786
SYSTM Wealth Solutions
Illinois
$530K -$1.04M -5,129 -66%
CAM
787
Cozad Asset Management
Illinois
$530K +$43.9K +216 +9%
CF
788
Centaurus Financial
California
$528K -$27.9K -137 -5%
FSA
789
Franklin Street Advisors
North Carolina
$524K -$2.85K -14 -0.5%
LA
790
LVW Advisors
New York
$523K -$74K -364 -12%
OFS
791
Orrstown Financial Services
Pennsylvania
$521K
RWA
792
River Wealth Advisors
Pennsylvania
$520K +$203 +1 +0%
HIM
793
Hillsdale Investment Management
Ontario, Canada
$519K
FNBSF
794
First National Bank Sioux Falls
South Dakota
$518K +$5.08K +25 +1%
Fidelity International
795
Fidelity International
Bermuda
$516K +$390K +1,917 +309%
DWP
796
Daymark Wealth Partners
Ohio
$516K +$660 +137 +0.1%
BOH
797
Bank of Hawaii
Hawaii
$514K -$28.5K -140 -5%
HB
798
HTLF Bank
Colorado
$511K -$6.1K -30 -1%
BIA
799
Beacon Investment Advisors
Maryland
$508K +$407 +2 +0.1%
TCA
800
Transcend Capital Advisors
New Jersey
$507K -$6.1K -30 -1%