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Travelers Companies

1,436 hedge funds and large institutions have $43.5B invested in Travelers Companies in 2024 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 446 increasing their positions, 510 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+119
Holders Change %
+9.04%
% of All Funds
20.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
204
Increased
446
Reduced
510
Closed
70
Calls
$173M
Puts
$197M
Net Calls
-$23.9M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
EWS
901
Evergreen Wealth Solutions
Pennsylvania
$431K -$43.7K -190 -9%
PFBT
902
Parkside Financial Bank & Trust
Missouri
$431K +$20.7K +90 +5%
SWM
903
Stockman Wealth Management
Montana
$430K +$1.61K +7 +0.4%
EAM
904
Empirical Asset Management
Massachusetts
$430K +$430K +1,867 New
QWP
905
Quotient Wealth Partners
Texas
$430K +$430K +1,867 New
ECG
906
Edge Capital Group
Georgia
$428K +$5.98K +26 +1%
DCM
907
Donaldson Capital Management
Indiana
$425K +$13.1K +57 +3%
FFM
908
Fullerton Fund Management
Singapore
$422K +$422K +1,833 New
CWM
909
Cahaba Wealth Management
Georgia
$422K
CVA
910
Central Valley Advisors
California
$420K -$2.99K -13 -0.7%
VT
911
Vise Technologies
New York
$419K +$32.5K +141 +8%
MPIA
912
Mountain Pacific Investment Advisers
Idaho
$419K
PAM
913
Peak Asset Management
Colorado
$417K -$46K -200 -10%
BB
914
Busey Bank
Illinois
$416K -$27.4K -119 -6%
TPI
915
Trust Point Inc
Wisconsin
$414K +$109K +475 +36%
CAMG
916
CWA Asset Management Group
Florida
$411K +$1.38K +6 +0.3%
GA
917
Geller Advisors
New York
$409K +$2.99K +13 +0.7%
PS
918
Principal Securities
Iowa
$408K +$96.2K +418 +31%
EWM
919
Evermay Wealth Management
Virginia
$407K -$460 -2 -0.1%
FHA
920
Flagship Harbor Advisors
Massachusetts
$406K +$27.4K +119 +7%
FWM
921
ForthRight Wealth Management
Georgia
$404K -$70.9K -308 -15%
TWM
922
Trueblood Wealth Management
Ohio
$403K +$14K +61 +4%
BL
923
BFSG LLC
California
$400K
PBC
924
Pavion Blue Capital
California
$397K
DWM
925
Drive Wealth Management
Utah
$397K +$9.44K +41 +2%