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Travelers Companies

1,247 hedge funds and large institutions have $30.4B invested in Travelers Companies in 2023 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 442 increasing their positions, 478 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
-27
Holders Change %
-2.12%
% of All Funds
19.88%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
102
Increased
442
Reduced
478
Closed
110
Calls
$108M
Puts
$127M
Net Calls
-$19M
Net Calls Change
-$49.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Fiera Capital (Canada)
901
Fiera Capital (Canada)
Quebec, Canada
$298K +$53.1K +325 +22%
AMG
902
Advisors Management Group
Wisconsin
$295K
SC
903
SouthState Corp
Florida
$294K
DCM
904
Donaldson Capital Management
Indiana
$292K -$5.23K -32 -2%
SMC
905
Smith, Moore & Co
Missouri
$292K
GP
906
Girard Partners
Pennsylvania
$289K -$74.5K -456 -20%
EWM
907
Evermay Wealth Management
Virginia
$289K -$8.98K -55 -3%
GFP
908
Gryphon Financial Partners
Ohio
$287K +$2.12K +13 +0.7%
BMCM
909
Bryn Mawr Capital Management
Pennsylvania
$284K +$7.51K +46 +3%
BL
910
BFSG LLC
California
$284K -$69.4K -425 -20%
PBC
911
Pavion Blue Capital
California
$282K
IAS
912
Insigneo Advisory Services
Florida
$281K +$35.9K +220 +15%
FHA
913
Flagship Harbor Advisors
Massachusetts
$281K -$24.5K -150 -8%
FG
914
Fiduciary Group
Georgia
$280K
LPT
915
Legacy Private Trust
Wisconsin
$280K -$90.6K -555 -24%
RWA
916
Ropes Wealth Advisors
Massachusetts
$280K -$36.7K -225 -12%
GW
917
GW & Wade
Massachusetts
$279K +$981 +6 +0.4%
NRS
918
Neville Rodie & Shaw
New York
$278K
UM
919
UniSuper Management
Australia
$278K
BHWM
920
Bar Harbor Wealth Management
New Hampshire
$272K
IF
921
Intrua Financial
Texas
$271K
MFS
922
Mirabella Financial Services
United Kingdom
$270K -$434K -2,659 -62%
CAMG
923
CWA Asset Management Group
Florida
$268K -$2.12K -13 -0.8%
FOA
924
Five Oceans Advisors
California
$266K +$490 +3 +0.2%
PFBT
925
Parkside Financial Bank & Trust
Missouri
$264K -$6.53K -40 -2%