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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 %
PP
926
PDS Planning
Ohio
$395K +$15.4K +67 +4%
PCIA
927
Prime Capital Investment Advisors
Kansas
$392K +$30.1K +131 +8%
NRS
928
Neville Rodie & Shaw
New York
$391K
DWM
929
Destination Wealth Management
California
$388K -$264K -1,146 -40%
IRC
930
Investors Research Corp
Georgia
$385K -$49.5K -215 -11%
BHWM
931
Bar Harbor Wealth Management
New Hampshire
$383K
CIA
932
Concurrent Investment Advisors
Florida
$383K +$32.9K +143 +9%
DWM
933
Dechtman Wealth Management
Colorado
$382K +$2.07K +9 +0.5%
STA
934
Summit Trail Advisors
New York
$381K +$93.4K +406 +32%
PMSA
935
Patrick M. Sweeney & Associates
Illinois
$380K +$15K +65 +4%
FG
936
Fiduciary Group
Georgia
$380K -$15.4K -67 -4%
SMC
937
Smith, Moore & Co
Missouri
$376K -$34.5K -150 -8%
BMCM
938
Bryn Mawr Capital Management
Pennsylvania
$376K -$13.8K -60 -4%
BW
939
Bison Wealth
Georgia
$376K -$460 -2 -0.1%
SRL
940
Scientech Research LLC
New Jersey
$376K +$376K +1,633 New
BCM
941
Brookstone Capital Management
Illinois
$375K +$52.3K +227 +16%
CAG
942
Csenge Advisory Group
Florida
$371K +$2.53K +11 +0.7%
DP
943
Dearborn Partners
Illinois
$371K +$51.8K +225 +16%
PJSIMP
944
P.J. Schmidt Investment Management (PJS)
Wisconsin
$369K
LPT
945
Legacy Private Trust
Wisconsin
$369K
PCP
946
Proficio Capital Partners
Massachusetts
$367K +$14.7K +64 +4%
MA
947
Mutual Advisors
Nebraska
$365K +$365K +1,587 New
MYIA
948
Mount Yale Investment Advisors
Colorado
$364K -$538K -2,337 -60%
AL
949
Aspiriant LLC
California
$362K +$53.2K +231 +17%
KFS
950
Kurt F. Somerville
$362K