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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 %
1IA
851
1620 Investment Advisors
Massachusetts
$497K +$497K +626 New
VC
852
Veracity Capital
Georgia
$496K +$57.8K +251 +13%
AAP
853
Arax Advisory Partners
Colorado
$496K +$20.9K +91 +4%
SFG
854
Seamount Financial Group
Colorado
$496K
BFG
855
Berger Financial Group
Minnesota
$495K -$5.52M -23,969 -92%
Empower Advisory Group
856
Empower Advisory Group
Colorado
$487K +$231K +1,002 +90%
EFA
857
Evernest Financial Advisors
Indiana
$486K +$3.42K +16 +0.7%
NWM
858
Northcape Wealth Management
New York
$483K -$92.1K -400 -16%
WPC
859
Wedmont Private Capital
Pennsylvania
$476K +$57.7K +258 +14%
SWM
860
SeaCrest Wealth Management
New York
$476K -$101K -438 -17%
RWP
861
Ridgecrest Wealth Partners
California
$475K +$230 +1 +0%
DI
862
Diligent Investors
California
$473K
FAFN
863
First Affirmative Financial Network
Colorado
$469K -$31.1K -135 -6%
OAM
864
Oberweis Asset Management
Illinois
$469K -$6.91K -30 -1%
PMFA
865
Plante Moran Financial Advisors
Michigan
$467K +$4.83K +21 +1%
BTW
866
Boston Trust Walden
Massachusetts
$467K
TCM
867
Tradewinds Capital Management
Washington
$466K +$460K +2,000 +7,407%
LNB
868
Ledyard National Bank
$466K
FGA
869
Fortis Group Advisors
New Jersey
$466K -$3.45K -15 -0.7%
MSFP
870
Mark Sheptoff Financial Planning
Connecticut
$464K
SEA
871
Stegent Equity Advisors
Texas
$464K +$464K +2,015 New
LFAS
872
Level Four Advisory Services
Texas
$463K
ILI
873
Invesco LLC (Illinois)
Illinois
$458K -$143K -620 -24%
RSWM
874
Robertson Stephens Wealth Management
California
$457K -$230 -1 -0.1%
SBIA
875
Sheaff Brock Investment Advisors
Indiana
$455K -$4.48M -19,482 -91%