TRV icon

Travelers Companies

1,210 hedge funds and large institutions have $32.8B invested in Travelers Companies in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 450 increasing their positions, 398 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
-55
Holders Change %
-4.35%
% of All Funds
20.46%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
92
Increased
450
Reduced
398
Closed
124
Calls
$124M
Puts
$145M
Net Calls
-$21M
Net Calls Change
+$71.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
926
Bar Harbor Wealth Management
New Hampshire
$234K +$9.48K +56 +4%
FAM
927
Formidable Asset Management
Ohio
$234K +$234K +1,409 New
SCA
928
Sippican Capital Advisors
Massachusetts
$233K -$16.9K -100 -7%
SLG
929
Stanley-Laman Group
Pennsylvania
$233K +$233K +1,376 New
HNWA
930
Henrickson Nauta Wealth Advisors
Michigan
$232K
CAGAS
931
Capital Advisory Group Advisory Services
Minnesota
$230K -$691 -4 -0.3%
CRC
932
Curi RMB Capital
Illinois
$229K
GBT
933
Grove Bank & Trust
Florida
$229K
PP
934
PrairieView Partners
Minnesota
$229K +$508 +3 +0.2%
CIA
935
Capital Investment Advisors
Georgia
$229K +$229K +1,354 New
CCMD
936
Cypress Capital Management (Delaware)
Delaware
$226K
WAS
937
Wealth Advisory Solutions
Indiana
$225K +$225K +1,332 New
PI
938
Pettee Investors
Connecticut
$224K
FPAS
939
Focus Partners Advisor Solutions
Missouri
$224K +$224K +1,324 New
NW
940
NewEdge Wealth
Pennsylvania
$224K +$224K +1,325 New
EBA
941
Eagle Bay Advisors
New York
$224K +$224K +1,322 New
WI
942
Wedgewood Investors
Pennsylvania
$223K
EWA
943
EP Wealth Advisors
California
$223K +$223K +1,320 New
CPIA
944
Cornell Pochily Investment Advisors
New York
$222K
HPM
945
Hudson Portfolio Management
New York
$222K +$4.24K +25 +2%
LOPW
946
Live Oak Private Wealth
North Carolina
$222K +$222K +1,314 New
VST
947
Van Strum & Towne
California
$221K
NAS
948
Nicolet Advisory Services
Wisconsin
$221K +$221K +1,305 New
OPA
949
Old Port Advisors
Maine
$220K -$7.68K -46 -3%
BO
950
Bank OZK
Arkansas
$220K