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Travelers Companies

1,289 hedge funds and large institutions have $35.3B invested in Travelers Companies in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 404 increasing their positions, 423 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,289
Holders Change
+98
Holders Change %
+8.23%
% of All Funds
20.8%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.31%
New
204
Increased
404
Reduced
423
Closed
85
Calls
$175M
Puts
$228M
Net Calls
-$52.8M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
EBA
926
Eagle Bay Advisors
New York
$293K +$54.7K +292 +23%
ACM
927
Advisors Capital Management
New Jersey
$291K +$27.2K +145 +10%
CAG
928
Csenge Advisory Group
Florida
$291K -$9.75K -52 -3%
LW
929
Linscomb Wealth
Texas
$290K +$290K +1,548 New
FOA
930
Five Oceans Advisors
California
$289K -$10.5K -56 -4%
SOW
931
State of Wyoming
Wyoming
$287K -$15.7K -84 -5%
WSC
932
Wellington Shields & Co
New York
$286K +$750 +4 +0.3%
AIM
933
Aspen Investment Management
Michigan
$285K
TNB
934
Thomasville National Bank
Georgia
$285K +$2.81K +15 +1%
MCM
935
Monument Capital Management
Virginia
$285K +$285K +1,518 New
CFG
936
Carr Financial Group
Massachusetts
$284K +$284K +1,517 New
EP
937
Edgestream Partners
New Jersey
$284K +$284K +1,515 New
SCM
938
Shelton Capital Management
Colorado
$284K
TIA
939
Tiemann Investment Advisors
California
$283K
CAC
940
Core Alternative Capital
Georgia
$282K +$174K +930 +161%
OWP
941
Obermeyer Wealth Partners
Colorado
$281K
WSFS
942
Wilmington Savings Fund Society
Delaware
$281K
WE
943
Wealth Effects
Massachusetts
$281K -$24.8K -132 -8%
ATFA
944
All Terrain Financial Advisors
Minnesota
$280K
JWM
945
Janiczek Wealth Management
Colorado
$280K +$1.92K +10 +0.7%
HCM
946
Howland Capital Management
Massachusetts
$280K
BFS
947
Bickling Financial Services
Massachusetts
$280K -$9.38K -50 -3%
GWANC
948
Guardian Wealth Advisors (North Carolina)
North Carolina
$279K
MA
949
MONECO Advisors
Connecticut
$279K +$187 +1 +0.1%
MSA
950
Marino Stram & Associates
Massachusetts
$277K +$1.5K +8 +0.5%