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Travelers Companies

1,247 hedge funds and large institutions have $30.4B invested in Travelers Companies in 2023 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 442 increasing their positions, 478 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
-27
Holders Change %
-2.12%
% of All Funds
19.88%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
102
Increased
442
Reduced
478
Closed
110
Calls
$108M
Puts
$127M
Net Calls
-$19M
Net Calls Change
-$49.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DWT
801
Dorsey & Whitney Trust
South Dakota
$420K -$163 -1 -0%
FNBSF
802
First National Bank Sioux Falls
South Dakota
$415K -$1.47K -9 -0.4%
GWM
803
Geneos Wealth Management
Colorado
$413K
DWP
804
Daymark Wealth Partners
Ohio
$413K +$407K +105,401 +7,112%
WA
805
Wealth Alliance
New York
$410K +$40.5K +248 +11%
SAM
806
Sawgrass Asset Management
Florida
$410K +$146K +896 +56%
PRC
807
Pearl River Capital
Michigan
$409K +$134K +821 +49%
NWM
808
Northcape Wealth Management
New York
$408K
OCG
809
Opus Capital Group
Ohio
$408K -$37K -227 -8%
JWM
810
Jeppson Wealth Management
California
$407K +$407K +2,490 New
BIA
811
Beacon Investment Advisors
Maryland
$405K +$4.74K +29 +1%
SWM
812
SeaCrest Wealth Management
New York
$404K -$327 -2 -0.1%
LA
813
Lifeworks Advisors
Michigan
$403K -$15.2K -93 -4%
TCA
814
Transcend Capital Advisors
New Jersey
$400K +$3.92K +24 +1%
IAIM
815
International Assets Investment Management
Florida
$399K +$51.5K +307 +15%
SWM
816
Salvus Wealth Management
New Jersey
$398K +$398K +2,439 New
CI
817
Cigna Investments
Connecticut
$398K -$65.7K -402 -14%
BTI
818
Blue Trust Inc
Georgia
$398K -$64.9K -374 -14%
AIM
819
Alhambra Investment Management
Florida
$395K -$11.4K -70 -3%
DIA
820
Dana Investment Advisors
Wisconsin
$394K +$76.6K +469 +24%
GL
821
Graypoint LLC
New York
$393K -$82.5K -505 -17%
HCA
822
Harbour Capital Advisors
Virginia
$390K
AssetMark Inc
823
AssetMark Inc
California
$387K +$7.35K +45 +2%
GC
824
Grimes & Company
Massachusetts
$387K +$980 +6 +0.3%
FNC
825
First National Corp
Massachusetts
$385K -$6.04K -37 -2%