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Travelers Companies

1,210 hedge funds and large institutions have $32.8B invested in Travelers Companies in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 450 increasing their positions, 398 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
-55
Holders Change %
-4.35%
% of All Funds
20.46%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
92
Increased
450
Reduced
398
Closed
124
Calls
$124M
Puts
$145M
Net Calls
-$21M
Net Calls Change
+$71.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
851
Destination Wealth Management
California
$307K +$19.3K +114 +7%
FG
852
Fiduciary Group
Georgia
$302K
GPWA
853
Great Point Wealth Advisors
Massachusetts
$300K
NRS
854
Neville Rodie & Shaw
New York
$300K
AT
855
American Trust
Kentucky
$300K +$7.28K +43 +2%
Lido Advisors
856
Lido Advisors
California
$300K +$12.8K +76 +4%
ACA
857
Aptus Capital Advisors
Alabama
$298K
MCWS
858
McKinley Carter Wealth Services
West Virginia
$295K -$8.29K -49 -3%
FFMBT
859
First Farmers & Merchants Bank Trust
Tennessee
$294K
BL
860
BFSG LLC
California
$294K +$294K +1,739 New
DLCIG
861
D.L. Carlson Investment Group
New Hampshire
$293K
PCP
862
Proficio Capital Partners
Massachusetts
$293K +$23.3K +138 +9%
PAM
863
Peak Asset Management
Colorado
$292K
FMLI
864
Fukoku Mutual Life Insurance
Japan
$291K
CCA
865
Cobblestone Capital Advisors
New York
$290K
TCA
866
Transcend Capital Advisors
New Jersey
$288K +$7.12K +42 +3%
NP
867
NorthRock Partners
Minnesota
$288K +$60K +354 +26%
CA
868
Clearstead Advisors
Ohio
$287K +$3.89K +23 +1%
PBC
869
Pavion Blue Capital
California
$285K
RSWM
870
Robertson Stephens Wealth Management
California
$281K
ESB
871
Essex Savings Bank
Connecticut
$280K -$4.9K -29 -2%
STCOSD
872
Sageworth Trust Company of South Dakota
South Dakota
$279K -$408K -2,407 -59%
GAM
873
Gotham Asset Management
New York
$279K -$166K -983 -37%
PJSIMP
874
P.J. Schmidt Investment Management (PJS)
Wisconsin
$278K
LIM
875
Leavell Investment Management
Alabama
$277K +$30.3K +179 +12%