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Travelers Companies

1,394 hedge funds and large institutions have $38.6B invested in Travelers Companies in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 506 increasing their positions, 478 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,394
Holders Change
-42
Holders Change %
-2.92%
% of All Funds
20.27%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.1%
New
113
Increased
506
Reduced
478
Closed
132
Calls
$111M
Puts
$183M
Net Calls
-$72.5M
Net Calls Change
-$48.6M
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
851
Evergreen Capital Management
Washington
$423K +$29.9K +147 +8%
FTIS
852
First Trust Investment Solutions
Florida
$422K +$33.6K +165 +9%
RWP
853
Ridgecrest Wealth Partners
California
$420K -$203 -1 -0%
TCM
854
Tradewinds Capital Management
Washington
$418K +$6.1K +30 +1%
DI
855
Diligent Investors
California
$418K
BTW
856
Boston Trust Walden
Massachusetts
$417K +$5.08K +25 +1%
IAN
857
Integrated Advisors Network
Texas
$416K -$3.66M -18,022 -90%
FGA
858
Fortis Group Advisors
New Jersey
$415K +$3.86K +19 +0.9%
OAM
859
Oberweis Asset Management
Illinois
$415K +$813 +4 +0.2%
P
860
&Partners
Tennessee
$413K +$413K +2,032 New
LNB
861
Ledyard National Bank
$412K +$813 +4 +0.2%
SWA
862
Sax Wealth Advisors
New Jersey
$410K +$410K +2,016 New
MSFP
863
Mark Sheptoff Financial Planning
Connecticut
$410K
AF
864
Advisornet Financial
Minnesota
$409K -$60.2K -296 -13%
PMFA
865
Plante Moran Financial Advisors
Michigan
$409K -$4.27K -21 -1%
AWM
866
AE Wealth Management
Kansas
$406K +$137K +674 +51%
VC
867
Vicus Capital
Pennsylvania
$405K +$4.88K +24 +1%
ILI
868
Invesco LLC (Illinois)
Illinois
$404K
LTAS
869
Linden Thomas Advisory Services
North Carolina
$401K +$132K +648 +49%
AIM
870
Athena Investment Management
California
$399K -$610 -3 -0.2%
DWM
871
Defined Wealth Management
Oregon
$399K -$407 -2 -0.1%
JFGIW
872
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$399K +$258K +1,270 +184%
WPP
873
Whalerock Point Partners
Rhode Island
$397K
AFG
874
Atomi Financial Group
New York
$396K +$8.54K +42 +2%
MIM
875
Marco Investment Management
Georgia
$396K +$2.24K +11 +0.6%