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Travelers Companies

1,289 hedge funds and large institutions have $35.3B invested in Travelers Companies in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 404 increasing their positions, 423 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,289
Holders Change
+98
Holders Change %
+8.23%
% of All Funds
20.8%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.31%
New
204
Increased
404
Reduced
423
Closed
85
Calls
$175M
Puts
$228M
Net Calls
-$52.8M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
ICG
801
InterOcean Capital Group
Tennessee
$429K +$18.7K +100 +5%
SWM
802
Salvus Wealth Management
New Jersey
$425K +$7.5K +40 +2%
FMTC
803
Farmers & Merchants Trust Company
California
$422K -$48.6K -259 -10%
WAM
804
WFA Asset Management
Wisconsin
$421K +$2.62K +14 +0.6%
SWM
805
SeaCrest Wealth Management
New York
$421K +$187 +1 +0%
PMFA
806
Plante Moran Financial Advisors
Michigan
$421K +$45.6K +243 +12%
HH
807
Hilltop Holdings
Texas
$420K +$47.6K +254 +13%
BCA
808
Bay Colony Advisors
Massachusetts
$419K +$134K +715 +47%
OAM
809
Oberweis Asset Management
Illinois
$417K +$375 +2 +0.1%
TFS
810
TrustCore Financial Services
Tennessee
$417K
Connor, Clark & Lunn Investment Management (CC&L)
811
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$417K -$4.86M -25,907 -92%
WSTAM
812
Wilbanks Smith & Thomas Asset Management
Virginia
$417K -$6.75K -36 -2%
IWM
813
IHT Wealth Management
Illinois
$416K -$82.3K -439 -17%
SGCA
814
Steel Grove Capital Advisors
Tennessee
$416K
KCM
815
Kathmere Capital Management
Pennsylvania
$415K +$415K +2,216 New
FWM
816
ForthRight Wealth Management
Georgia
$415K
AssetMark Inc
817
AssetMark Inc
California
$407K -$7.69K -41 -2%
RWA
818
River Wealth Advisors
Pennsylvania
$404K
AP
819
Appleton Partners
Massachusetts
$401K -$21K -112 -5%
LFAS
820
Level Four Advisory Services
Texas
$401K +$401K +2,137 New
BHPW
821
Beverly Hills Private Wealth
California
$399K +$399K +2,128 New
VBCG
822
Valley Brook Capital Group
Pennsylvania
$399K
FFG
823
Fortem Financial Group
California
$398K +$563 +3 +0.1%
FCBT
824
First Citizens Bank & Trust
North Carolina
$396K -$12.9K -69 -3%
IAN
825
Integrated Advisors Network
Texas
$394K +$15.8K +84 +4%