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Travelers Companies

1,274 hedge funds and large institutions have $32.4B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 457 increasing their positions, 454 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+22
Holders Change %
+1.76%
% of All Funds
20.09%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
122
Increased
457
Reduced
454
Closed
92
Calls
$125M
Puts
$94.5M
Net Calls
+$30.2M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
801
SRB Corp
Massachusetts
$420K +$78.1K +450 +23%
CWM
802
Connecticut Wealth Management
Connecticut
$417K -$22.4K -129 -5%
FNC
803
First National Corp
Massachusetts
$416K +$18.8K +108 +5%
TWA
804
TCI Wealth Advisors
Arizona
$414K -$4.69K -27 -1%
HCA
805
Harbour Capital Advisors
Virginia
$414K
GC
806
Grimes & Company
Massachusetts
$410K -$1.22K -7 -0.3%
ACA
807
Aptus Capital Advisors
Alabama
$406K +$121K +697 +42%
LIM
808
Leavell Investment Management
Alabama
$406K
AssetMark Inc
809
AssetMark Inc
California
$404K -$42.4K -244 -9%
RWA
810
River Wealth Advisors
Pennsylvania
$404K +$174 +1 +0%
CSB
811
City State Bank
Iowa
$402K
LFAS
812
Level Four Advisory Services
Texas
$395K +$30.9K +178 +8%
OAM
813
Oberweis Asset Management
Illinois
$394K +$7.3K +42 +2%
WAM
814
WFA Asset Management
Wisconsin
$394K +$2.08K +12 +0.5%
LPT
815
Legacy Private Trust
Wisconsin
$394K -$26.9K -155 -6%
WA
816
Wealth Alliance
New York
$393K +$86.1K +496 +28%
MAG
817
Mayfair Advisory Group
Alabama
$392K +$57.5K +335 +17%
FMTC
818
Farmers & Merchants Trust Company
California
$389K -$6.95K -40 -2%
GP
819
Girard Partners
Pennsylvania
$387K -$53K -305 -12%
WJWM
820
Williams Jones Wealth Management
New York
$386K
SGCA
821
Steel Grove Capital Advisors
Tennessee
$385K
WIS
822
Wright Investors Service
Connecticut
$384K +$384K +2,214 New
SIA
823
Schechter Investment Advisors
Michigan
$382K +$6.6K +38 +2%
VC
824
Veracity Capital
Georgia
$379K +$19.3K +111 +5%
Fisher Asset Management
825
Fisher Asset Management
Washington
$379K +$104K +599 +38%