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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 %
KFGK
826
Keystone Financial Group (Kentucky)
Kentucky
$390K
SWM
827
Spire Wealth Management
Virginia
$390K +$89.5K +478 +30%
RWA
828
Ropes Wealth Advisors
Massachusetts
$390K +$23.2K +124 +6%
GVAG
829
Great Valley Advisor Group
Delaware
$389K -$50.6K -270 -12%
1IA
830
1620 Investment Advisors
Massachusetts
$388K +$6K +32 +2%
RWP
831
Ridgecrest Wealth Partners
California
$387K +$387K +2,065 New
JIC
832
Johnson Investment Counsel
Ohio
$386K +$5.81K +31 +2%
PI
833
PEAK6 Investments
Illinois
$386K -$634K -3,381 -62%
DI
834
Diligent Investors
California
$385K
EWM
835
Evermay Wealth Management
Virginia
$384K
9WM
836
9258 Wealth Management
Ohio
$383K -$32.2K -172 -8%
WPW
837
Warther Private Wealth
Ohio
$382K -$11.1K -59 -3%
RPGK
838
Retirement Planning Group (Kansas)
Kansas
$382K -$7.31K -39 -2%
SIA
839
Schechter Investment Advisors
Michigan
$380K +$23.1K +123 +6%
GWS
840
Glassman Wealth Services
Virginia
$380K +$295K +1,575 +348%
FHA
841
Flagship Harbor Advisors
Massachusetts
$377K +$750 +4 +0.2%
CCM
842
Carlson Capital Management
Minnesota
$376K -$71.1K -379 -16%
MA
843
MKT Advisors
California
$375K -$5.94K -31 -2%
SWM
844
Stockman Wealth Management
Montana
$375K -$3.75K -20 -1%
TC
845
TAP Consulting
Missouri
$375K
GFP
846
Gryphon Financial Partners
Ohio
$374K +$18.4K +98 +5%
MSFP
847
Mark Sheptoff Financial Planning
Connecticut
$372K
SWA
848
Sutton Wealth Advisors
Florida
$370K
DWM
849
Defined Wealth Management
Oregon
$366K
BBA
850
BLB&B Advisors
Pennsylvania
$366K -$2.63K -14 -0.7%