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Travelers Companies

1,289 hedge funds and large institutions have $35.3B invested in Travelers Companies in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 404 increasing their positions, 423 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,289
Holders Change
+98
Holders Change %
+8.23%
% of All Funds
20.8%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.31%
New
204
Increased
404
Reduced
423
Closed
85
Calls
$175M
Puts
$228M
Net Calls
-$52.8M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
876
Clearstead Advisors
Ohio
$330K +$3.94K +21 +1%
EWS
877
Evergreen Wealth Solutions
Pennsylvania
$328K +$3.93K +21 +1%
SB
878
Simmons Bank
Arkansas
$326K +$326K +1,740 New
PIP
879
Peachtree Investment Partners
Florida
$326K +$326K +1,740 New
BL
880
BFSG LLC
California
$326K
CIP
881
Convergence Investment Partners
Florida
$325K +$46.7K +249 +17%
CCA
882
Cobblestone Capital Advisors
New York
$321K
PWC
883
PYA Waltman Capital
Tennessee
$321K +$50.1K +267 +18%
SMC
884
Smith, Moore & Co
Missouri
$321K
PCP
885
Proficio Capital Partners
Massachusetts
$320K -$1.69K -9 -0.5%
NRS
886
Neville Rodie & Shaw
New York
$319K -$14.1K -75 -4%
ACA
887
Aptus Capital Advisors
Alabama
$319K -$11.6K -62 -4%
DAM
888
Delta Asset Management
Tennessee
$319K +$15.2K +81 +5%
SSB
889
Sandy Spring Bank
Maryland
$317K
PBC
890
Pavion Blue Capital
California
$316K
PA
891
Procyon Advisors
Connecticut
$315K -$40.7K -217 -11%
DLCIG
892
D.L. Carlson Investment Group
New Hampshire
$314K -$9.92K -53 -3%
SRC
893
Sage Rhino Capital
California
$313K +$313K +1,670 New
AT
894
American Trust
Kentucky
$313K -$6.56K -35 -2%
BHWM
895
Bar Harbor Wealth Management
New Hampshire
$312K +$57.7K +308 +23%
TCA
896
Transcend Capital Advisors
New Jersey
$312K -$12K -64 -4%
CWM
897
Calamos Wealth Management
Illinois
$311K +$24.6K +131 +9%
MCWS
898
McKinley Carter Wealth Services
West Virginia
$311K -$11.1K -59 -3%
CA
899
Claro Advisors
Massachusetts
$310K +$310K +1,652 New
FAFN
900
First Affirmative Financial Network
Colorado
$310K +$310K +1,651 New