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Travelers Companies

1,317 hedge funds and large institutions have $36.6B invested in Travelers Companies in 2023 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 436 increasing their positions, 459 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
+70
Holders Change %
+5.61%
% of All Funds
19.31%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
189
Increased
436
Reduced
459
Closed
102
Calls
$121M
Puts
$167M
Net Calls
-$46.3M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
926
Concurrent Investment Advisors
Florida
$289K +$289K +1,520 New
WSC
927
Wellington Shields & Co
New York
$289K -$381 -2 -0.1%
CFG
928
Carr Financial Group
Massachusetts
$289K
MCWS
929
McKinley Carter Wealth Services
West Virginia
$289K -$191 -1 -0.1%
GCM
930
G2 Capital Management
Ohio
$289K +$289K +1,516 New
FOA
931
Five Oceans Advisors
California
$287K -$23K -121 -7%
RG
932
Renaissance Group
Kentucky
$287K +$287K +1,508 New
DI
933
DAGCO Inc
Ohio
$287K +$287K +1,506 New
DWS
934
Dynamic Wealth Strategies
California
$287K +$287K +1,506 New
SDH
935
Sloy Dahl & Holst
Washington
$286K
ATFA
936
All Terrain Financial Advisors
Minnesota
$285K
SSWM
937
Strait & Sound Wealth Management
California
$284K
WCM
938
Windsor Capital Management
Arizona
$284K +$381 +2 +0.1%
CWM
939
Congress Wealth Management
Massachusetts
$282K +$39.4K +207 +16%
MA
940
MKT Advisors
California
$282K -$96.5K -500 -26%
IF
941
Intrua Financial
Texas
$278K -$38.1K -200 -12%
GBT
942
Grove Bank & Trust
Florida
$278K -$3.43K -18 -1%
TIA
943
Tiemann Investment Advisors
California
$278K
JWA
944
JFS Wealth Advisors
Pennsylvania
$278K +$20.2K +106 +8%
PPWP
945
Premier Path Wealth Partners
New Jersey
$278K +$278K +1,458 New
MSS
946
Mitchell Sinkler & Starr
Pennsylvania
$277K +$277K +1,456 New
APP
947
Avantax Planning Partners
Iowa
$277K +$2.1K +11 +0.8%
SCM
948
Shelton Capital Management
Colorado
$276K -$13.7K -72 -5%
NPP
949
New Potomac Partners
Maryland
$275K -$74.3K -390 -21%
FWM
950
Fairhaven Wealth Management
Illinois
$275K