TRV icon

Travelers Companies

1,317 hedge funds and large institutions have $36.6B invested in Travelers Companies in 2023 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 436 increasing their positions, 459 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
+70
Holders Change %
+5.61%
% of All Funds
19.31%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
189
Increased
436
Reduced
459
Closed
102
Calls
$121M
Puts
$167M
Net Calls
-$46.3M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AMG
876
Advisors Management Group
Wisconsin
$339K -$5.14K -27 -1%
CAMG
877
CWA Asset Management Group
Florida
$339K +$26.1K +137 +8%
EWM
878
Evermay Wealth Management
Virginia
$338K +$381 +2 +0.1%
SCA
879
Sippican Capital Advisors
Massachusetts
$338K +$338K +1,772 New
CIS
880
Custom Index Systems
New York
$337K +$337K +1,768 New
GA
881
Geller Advisors
New York
$336K -$181K -948 -35%
RWP
882
RWA Wealth Partners
Massachusetts
$335K +$335K +1,760 New
WB
883
WesBanco Bank
West Virginia
$335K -$229K -1,200 -41%
BTI
884
Blue Trust Inc
Georgia
$333K -$41.6K -255 -11%
SCTC
885
Sanibel Captiva Trust Company
Florida
$332K +$332K +1,745 New
HI
886
Humankind Investments
New York
$332K -$21.7K -114 -6%
BL
887
BFSG LLC
California
$331K
PBC
888
Pavion Blue Capital
California
$328K
FG
889
Fiduciary Group
Georgia
$327K
GW
890
GW & Wade
Massachusetts
$325K -$191 -1 -0.1%
NRS
891
Neville Rodie & Shaw
New York
$324K
BMCM
892
Bryn Mawr Capital Management
Pennsylvania
$323K -$8.76K -46 -3%
TWM
893
Trueblood Wealth Management
Ohio
$322K +$322K +1,692 New
DWM
894
Drive Wealth Management
Utah
$320K +$320K +1,682 New
VT
895
Vise Technologies
New York
$320K +$54.5K +286 +21%
BHWM
896
Bar Harbor Wealth Management
New Hampshire
$317K
PP
897
PDS Planning
Ohio
$314K +$70.3K +369 +29%
DWM
898
Dechtman Wealth Management
Colorado
$314K +$314K +1,651 New
EA
899
Everpar Advisors
Oklahoma
$314K +$314K +1,647 New
FHA
900
Flagship Harbor Advisors
Massachusetts
$314K -$14.1K -74 -4%