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Travelers Companies

1,317 hedge funds and large institutions have $36.6B invested in Travelers Companies in 2023 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 436 increasing their positions, 459 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
+70
Holders Change %
+5.61%
% of All Funds
19.31%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
189
Increased
436
Reduced
459
Closed
102
Calls
$121M
Puts
$167M
Net Calls
-$46.3M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Shares
Change %
KFGK
826
Keystone Financial Group (Kentucky)
Kentucky
$393K
FWM
827
ForthRight Wealth Management
Georgia
$393K
DI
828
Diligent Investors
California
$392K
BTW
829
Boston Trust Walden
Massachusetts
$386K
HCM
830
Howland Capital Management
Massachusetts
$386K +$81.9K +430 +27%
CGL
831
Clarius Group LLC
Washington
$386K +$14.9K +78 +4%
LNB
832
Ledyard National Bank
$386K -$24.4K -128 -6%
WA
833
Waverly Advisors
Alabama
$385K +$23.6K +124 +7%
MSFP
834
Mark Sheptoff Financial Planning
Connecticut
$384K
PAM
835
Peak Asset Management
Colorado
$384K
PMFA
836
Plante Moran Financial Advisors
Michigan
$383K
MAG
837
Mayfair Advisory Group
Alabama
$382K -$44.8K -234 -11%
MA
838
MONECO Advisors
Connecticut
$381K -$1.52K -8 -0.4%
RSWM
839
Robertson Stephens Wealth Management
California
$378K +$15K +79 +4%
GSEP
840
Golden State Equity Partners
California
$375K +$2.67K +14 +0.7%
AIM
841
Athena Investment Management
California
$375K
ACI
842
Alpha Cubed Investments
California
$375K +$6.1K +32 +2%
DWM
843
Defined Wealth Management
Oregon
$374K +$374K +1,961 New
WI
844
Wintrust Investments
Illinois
$372K +$15.1K +79 +4%
GP
845
Girard Partners
Pennsylvania
$372K +$34.5K +181 +10%
WPP
846
Whalerock Point Partners
Rhode Island
$372K
NIM
847
Northeast Investment Management
Massachusetts
$370K -$173K -910 -32%
Grantham, Mayo, Van Otterloo & Co (GMO)
848
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$370K +$370K +1,942 New
MIM
849
Marco Investment Management
Georgia
$369K
VBCG
850
Valley Brook Capital Group
Pennsylvania
$367K -$38.1K -200 -9%