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Travelers Companies

1,436 hedge funds and large institutions have $43.5B invested in Travelers Companies in 2024 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 446 increasing their positions, 510 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+119
Holders Change %
+9.04%
% of All Funds
20.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
204
Increased
446
Reduced
510
Closed
70
Calls
$173M
Puts
$197M
Net Calls
-$23.9M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
APP
826
Avantax Planning Partners
Iowa
$535K +$200K +869 +60%
AF
827
Advisornet Financial
Minnesota
$531K -$244K -1,060 -31%
WAM
828
WFA Asset Management
Wisconsin
$531K +$2.76K +12 +0.5%
LSAG
829
Lake Street Advisors Group
New Hampshire
$531K +$10.1K +44 +2%
ICG
830
InterOcean Capital Group
Tennessee
$531K +$2.53K +11 +0.5%
MLL
831
Moody Lynn & Lieberson
Massachusetts
$529K
CSB
832
City State Bank
Iowa
$528K -$4.6K -20 -0.9%
LIM
833
Leavell Investment Management
Alabama
$528K
PI
834
PFG Investments
New York
$526K +$526K +2,286 New
AP
835
Appleton Partners
Massachusetts
$521K -$11.5K -50 -2%
BCA
836
Bay Colony Advisors
Massachusetts
$520K -$7.59K -33 -1%
HIC
837
Hartline Investment Corp
Illinois
$520K +$520K +2,258 New
WSTAM
838
Wilbanks Smith & Thomas Asset Management
Virginia
$519K +$17.3K +75 +3%
KFGK
839
Keystone Financial Group (Kentucky)
Kentucky
$518K +$43.7K +190 +9%
GWANC
840
Guardian Wealth Advisors (North Carolina)
North Carolina
$516K +$10.4K +45 +2%
HCM
841
Howland Capital Management
Massachusetts
$516K +$49.5K +215 +11%
SC
842
SouthState Corp
Florida
$515K +$8.52K +37 +2%
SGCA
843
Steel Grove Capital Advisors
Tennessee
$510K
OCG
844
Opus Capital Group
Ohio
$508K -$65.1K -283 -11%
WJWM
845
Williams Jones Wealth Management
New York
$508K -$3.45K -15 -0.7%
Tudor Investment Corp
846
Tudor Investment Corp
Connecticut
$503K +$503K +2,184 New
Fisher Asset Management
847
Fisher Asset Management
Washington
$501K +$81K +352 +19%
PA
848
PFG Advisors
Arizona
$498K +$217K +941 +77%
GVAG
849
Great Valley Advisor Group
Delaware
$498K +$16.6K +72 +3%
CRC
850
Curi RMB Capital
Illinois
$497K +$203K +880 +69%