TRV icon

Travelers Companies

1,161 hedge funds and large institutions have $28.3B invested in Travelers Companies in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 339 increasing their positions, 473 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+21
Holders Change %
+1.84%
% of All Funds
22.93%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.14%
New
134
Increased
339
Reduced
473
Closed
94
Calls
$159M
Puts
$120M
Net Calls
+$38.9M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
801
Manchester Capital Management
Vermont
$338K
IAN
802
Integrated Advisors Network
Texas
$333K +$333K +2,435 New
FTC
803
Farmers Trust Company
Ohio
$332K -$74.7K -545 -18%
BWM
804
Buckley Wealth Management
Nevada
$332K
TU
805
TDAM USA
Ontario, Canada
$331K -$50.1K -366 -13%
TPWA
806
TRUE Private Wealth Advisors
Oregon
$325K
KFGK
807
Keystone Financial Group (Kentucky)
Kentucky
$324K +$137 +1 +0%
MIM
808
Marco Investment Management
Georgia
$317K
LAIC
809
Lederer & Associates Investment Counsel
California
$316K +$24.6K +180 +8%
LJAC
810
L.J. Altfest & Co
New York
$316K +$316K +2,307 New
NFP
811
Narus Financial Partners
Utah
$313K +$137 +1 +0%
NIM
812
NuWave Investment Management
New Jersey
$313K -$162K -1,178 -34%
MIH
813
Meitav Investment House
Israel
$309K -$274K -2,000 -47%
PFBT
814
Parkside Financial Bank & Trust
Missouri
$308K -$69K -504 -18%
GFP
815
Gryphon Financial Partners
Ohio
$306K -$15K -109 -5%
VCM
816
Vigilant Capital Management
Maine
$306K +$10.9K +80 +4%
CC
817
Courier Capital
New York
$305K +$137 +1 +0%
PI
818
Putnam Investments
Massachusetts
$304K -$14.4K -105 -5%
DA
819
Duality Advisers
Florida
$303K -$1.71M -12,486 -85%
LWAC
820
Laurel Wealth Advisors (California)
California
$303K -$103K -751 -25%
IA
821
Independence Advisors
Pennsylvania
$303K -$4.24K -31 -1%
MWM
822
Marietta Wealth Management
Georgia
$303K
CCM
823
Carlson Capital Management
Minnesota
$302K -$1.1K -8 -0.4%
OPA
824
Old Port Advisors
Maine
$302K +$12.5K +91 +4%
CA
825
Clearstead Advisors
Ohio
$301K +$27.5K +201 +10%