TRV icon

Travelers Companies

1,070 hedge funds and large institutions have $27.6B invested in Travelers Companies in 2018 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 336 increasing their positions, 435 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-24
Holders Change %
-2.19%
% of All Funds
24.5%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
76
Increased
336
Reduced
435
Closed
91
Calls
$163M
Puts
$149M
Net Calls
+$13.6M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
901
Icon Wealth Partners
Texas
$115K -$7.25K -56 -6%
ATC
902
Adirondack Trust Company
New York
$113K
LWM
903
Lenox Wealth Management
Ohio
$107K +$27.4K +211 +34%
MMG
904
Monetary Management Group
Missouri
$104K -$16.9K -130 -14%
VNA
905
Valley National Advisers
Pennsylvania
$104K
AF
906
Allworth Financial
California
$102K +$3.89K +30 +4%
VIA
907
Vantage Investment Advisors
Pennsylvania
$100K
Carson Wealth (CWM LLC)
908
Carson Wealth (CWM LLC)
Nebraska
$100K +$4.66K +36 +5%
FPFS
909
First Personal Financial Services
North Carolina
$99K
GLI
910
Guardian Life Insurance
New York
$98K +$779 +6 +0.8%
KF
911
Krilogy Financial
Missouri
$97K +$97K +747 New
SLF
912
Sun Life Financial
Ontario, Canada
$96K +$650 +5 +0.7%
FMB
913
Field & Main Bank
Kentucky
$95K
CHC
914
City Holding Co
West Virginia
$94K -$4.56K -35 -5%
CB
915
CNB Bank
Pennsylvania
$91K -$2.6K -20 -3%
CAC
916
Certified Advisory Corp
Florida
$91K +$130 +1 +0.1%
KA
917
Kaizen Advisory
Illinois
$89K
MSA
918
Marino Stram & Associates
Massachusetts
$82K
ACA
919
Atlas Capital Advisors
Wyoming
$82K
TSW
920
Thompson Siegel & Walmsley
Virginia
$81K -$43K -333 -35%
CCM
921
Covington Capital Management
California
$80K -$4.14K -32 -5%
Parallax Volatility Advisers
922
Parallax Volatility Advisers
California
$78K +$78K +602 New
THWM
923
Taylor Hoffman Wealth Management
Virginia
$75K
CA
924
Crewe Advisors
Utah
$75K
SNT
925
Security National Trust
West Virginia
$74K