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Travelers Companies

1,247 hedge funds and large institutions have $30.4B invested in Travelers Companies in 2023 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 442 increasing their positions, 478 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
-27
Holders Change %
-2.12%
% of All Funds
19.88%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
102
Increased
442
Reduced
478
Closed
110
Calls
$108M
Puts
$127M
Net Calls
-$19M
Net Calls Change
-$49.2M
Name Holding Trade Value Shares
Change
Shares
Change %
VC
851
Vicus Capital
Pennsylvania
$348K +$348K +2,131 New
AP
852
Appleton Partners
Massachusetts
$348K
VBCG
853
Valley Brook Capital Group
Pennsylvania
$347K
FAFN
854
First Affirmative Financial Network
Colorado
$344K +$20.3K +124 +6%
1IA
855
1620 Investment Advisors
Massachusetts
$341K +$490 +3 +0.1%
ECG
856
Edge Capital Group
Georgia
$339K
RWP
857
Ridgecrest Wealth Partners
California
$337K +$337K +2,065 New
KFGK
858
Keystone Financial Group (Kentucky)
Kentucky
$337K -$3.92K -24 -1%
FWM
859
ForthRight Wealth Management
Georgia
$337K -$14.2K -87 -4%
DI
860
Diligent Investors
California
$336K
BG
861
Benedetti & Gucer
Georgia
$335K
GWS
862
Glassman Wealth Services
Virginia
$335K +$653 +4 +0.2%
GWANC
863
Guardian Wealth Advisors (North Carolina)
North Carolina
$332K +$5.88K +36 +2%
BTW
864
Boston Trust Walden
Massachusetts
$331K
MSFP
865
Mark Sheptoff Financial Planning
Connecticut
$329K
GVAG
866
Great Valley Advisor Group
Delaware
$329K -$6.37K -39 -2%
PAM
867
Peak Asset Management
Colorado
$329K
FCBT
868
First Citizens Bank & Trust
North Carolina
$329K +$3.1K +19 +1%
MA
869
MONECO Advisors
Connecticut
$328K +$4.08K +25 +1%
PMFA
870
Plante Moran Financial Advisors
Michigan
$328K
PP
871
Paloma Partners
Connecticut
$325K +$325K +1,989 New
BCFD
872
Boit C.F. David
$325K
SWM
873
Stockman Wealth Management
Montana
$324K
CWM
874
Cahaba Wealth Management
Georgia
$322K +$322K +1,973 New
AIM
875
Athena Investment Management
California
$321K +$16.3K +100 +5%