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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 %
WSTAM
826
Wilbanks Smith & Thomas Asset Management
Virginia
$379K +$4.86K +28 +1%
BCA
827
Bay Colony Advisors
Massachusetts
$379K -$3.99K -23 -1%
MLL
828
Moody Lynn & Lieberson
Massachusetts
$376K
ICG
829
InterOcean Capital Group
Tennessee
$376K -$21.2K -122 -5%
BL
830
BFSG LLC
California
$376K +$73.8K +425 +24%
RDWM
831
Red Door Wealth Management
Tennessee
$375K +$375K +2,159 New
FWM
832
ForthRight Wealth Management
Georgia
$373K -$11.3K -65 -3%
AP
833
Appleton Partners
Massachusetts
$370K -$1.39K -8 -0.4%
WANY
834
Wealthspire Advisors (New York)
New York
$370K +$7.12K +41 +2%
VBCG
835
Valley Brook Capital Group
Pennsylvania
$369K
SVWAG
836
Sound View Wealth Advisors Group
Georgia
$367K -$13.9K -80 -4%
1IA
837
1620 Investment Advisors
Massachusetts
$363K +$363K +2,088 New
KFGK
838
Keystone Financial Group (Kentucky)
Kentucky
$362K +$362K +2,086 New
VCM
839
Vigilant Capital Management
Maine
$362K +$174K +1,000 +92%
FNBOSM
840
First National Bank of South Miami
Florida
$361K -$12.5K -72 -3%
ECG
841
Edge Capital Group
Georgia
$360K -$36.5K -210 -9%
IAIM
842
International Assets Investment Management
Florida
$359K -$40.8K -235 -10%
DI
843
Diligent Investors
California
$357K
BG
844
Benedetti & Gucer
Georgia
$357K +$357K +2,053 New
GVAG
845
Great Valley Advisor Group
Delaware
$357K -$198K -1,139 -36%
FGA
846
Fortis Group Advisors
New Jersey
$356K +$2.08K +12 +0.6%
GWS
847
Glassman Wealth Services
Virginia
$355K +$1.39K +8 +0.4%
SOW
848
State of Wyoming
Wyoming
$355K -$30.4K -175 -8%
AIA
849
Alera Investment Advisors
Illinois
$353K -$170K -979 -33%
BTW
850
Boston Trust Walden
Massachusetts
$352K