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Travelers Companies

1,191 hedge funds and large institutions have $29.4B invested in Travelers Companies in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 412 increasing their positions, 435 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,191
Holders Change
-19
Holders Change %
-1.57%
% of All Funds
20.59%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
102
Increased
412
Reduced
435
Closed
111
Calls
$112M
Puts
$173M
Net Calls
-$61.5M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
801
River Wealth Advisors
Pennsylvania
$330K -$30.5K -199 -8%
SW
802
SlateStone Wealth
Florida
$329K +$9.34K +61 +3%
MAG
803
Mayfair Advisory Group
Alabama
$326K -$471 -3 -0.1%
TF
804
Trek Financial
Arizona
$326K +$326K +2,129 New
FFG
805
Fortem Financial Group
California
$325K -$53.9K -352 -14%
VBCG
806
Valley Brook Capital Group
Pennsylvania
$325K
5L
807
55I LLC
Massachusetts
$323K +$323K +2,113 New
WPW
808
Warther Private Wealth
Ohio
$321K -$17.2K -112 -5%
KFGK
809
Keystone Financial Group (Kentucky)
Kentucky
$319K +$1.07K +7 +0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
810
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$318K -$460K -3,000 -59%
RPGK
811
Retirement Planning Group (Kansas)
Kansas
$318K +$318K +2,074 New
DI
812
Diligent Investors
California
$315K +$315K +2,056 New
EWM
813
Evermay Wealth Management
Virginia
$314K +$9.19K +60 +3%
1IA
814
1620 Investment Advisors
Massachusetts
$312K -$2.45K -16 -0.8%
JIC
815
Johnson Investment Counsel
Ohio
$311K -$29.4K -192 -9%
SWM
816
Stockman Wealth Management
Montana
$310K
IAN
817
Integrated Advisors Network
Texas
$309K -$19K -124 -6%
GCM
818
Graham Capital Management
Connecticut
$309K +$309K +2,017 New
FHA
819
Flagship Harbor Advisors
Massachusetts
$308K -$6.9K -45 -2%
MS
820
Maven Securities
Jersey
$308K +$308K +2,011 New
WI
821
Wintrust Investments
Illinois
$308K +$308K +2,012 New
PMFA
822
Plante Moran Financial Advisors
Michigan
$306K -$6.12K -40 -2%
KCM
823
Kornitzer Capital Management
Kansas
$306K +$306K +2,000 New
TC
824
TAP Consulting
Missouri
$306K +$306K +2,000 New
MA
825
MKT Advisors
California
$305K +$305K +1,990 New