TRV icon

Travelers Companies

1,140 hedge funds and large institutions have $31.2B invested in Travelers Companies in 2019 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 439 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+13
Holders Change %
+1.15%
% of All Funds
25.04%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
88
Increased
371
Reduced
439
Closed
67
Calls
$178M
Puts
$111M
Net Calls
+$66.6M
Net Calls Change
+$28.9M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
826
Independence Advisors
Pennsylvania
$334K -$5.21K -35 -2%
AF
827
Arrow Financial
New York
$333K +$233K +1,565 +233%
MWM
828
Marietta Wealth Management
Georgia
$329K -$11.2K -75 -3%
CCM
829
Carlson Capital Management
Minnesota
$329K +$17.6K +118 +6%
LCM
830
Landscape Capital Management
New Jersey
$326K +$326K +2,192 New
CYG
831
Clean Yield Group
Vermont
$323K
SSB
832
Sandy Spring Bank
Maryland
$322K -$15.3K -103 -5%
BJL
833
Brighton Jones LLC
Washington
$322K +$322K +2,168 New
VCM
834
Vigilant Capital Management
Maine
$321K -$28.1K -189 -8%
SMC
835
Smith, Moore & Co
Missouri
$321K
LAIC
836
Lederer & Associates Investment Counsel
California
$317K -$8.19K -55 -3%
CPO
837
Cerity Partners OCIO
New York
$317K +$12.8K +86 +4%
BRWA
838
B. Riley Wealth Advisors
Florida
$315K +$48.2K +324 +18%
CC
839
Courier Capital
New York
$314K
RCAG
840
Rehmann Capital Advisory Group
Michigan
$313K +$31.4K +211 +11%
DLA
841
Douglas Lane & Associates
New York
$313K +$3.57K +24 +1%
WPW
842
Waldron Private Wealth
Pennsylvania
$310K -$73.7K -496 -19%
CCMG
843
Clark Capital Management Group
Pennsylvania
$308K +$2.53K +17 +0.8%
OPA
844
Old Port Advisors
Maine
$306K -$1.88K -13 -0.6%
WWM
845
Windsor Wealth Management
Indiana
$305K -$4.56K -32 -1%
AAP
846
Arax Advisory Partners
Colorado
$305K
TFS
847
TrustCore Financial Services
Tennessee
$305K +$22.3K +150 +8%
CFSG
848
Community Financial Services Group
Vermont
$305K +$50.9K +342 +20%
VC
849
Vicus Capital
Pennsylvania
$305K +$305K +2,051 New
TIA
850
Tiemann Investment Advisors
California
$304K +$37.3K +251 +14%