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Travelers Companies

1,247 hedge funds and large institutions have $30.4B invested in Travelers Companies in 2023 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 442 increasing their positions, 478 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
-27
Holders Change %
-2.12%
% of All Funds
19.88%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
102
Increased
442
Reduced
478
Closed
110
Calls
$108M
Puts
$127M
Net Calls
-$19M
Net Calls Change
-$49.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SDH
951
Sloy Dahl & Holst
Washington
$245K
ATFA
952
All Terrain Financial Advisors
Minnesota
$244K
BW
953
Bison Wealth
Georgia
$243K -$52.4K -321 -18%
WCM
954
Windsor Capital Management
Arizona
$243K
PCP
955
Proficio Capital Partners
Massachusetts
$242K +$327 +2 +0.1%
SSB
956
Sandy Spring Bank
Maryland
$242K -$7.68K -47 -3%
GBT
957
Grove Bank & Trust
Florida
$241K +$19.4K +119 +9%
BCM
958
Brookstone Capital Management
Illinois
$239K -$24.9K -152 -9%
CT
959
Colonial Trust
South Carolina
$239K +$8K +49 +3%
TIA
960
Tiemann Investment Advisors
California
$238K +$4.08K +25 +2%
FTC
961
Farmers Trust Company
Ohio
$238K +$28.6K +175 +14%
HIP
962
HUB Investment Partners
Texas
$236K +$236K +1,447 New
MA
963
Mutual Advisors
Nebraska
$236K -$5.22K -32 -2%
FWM
964
Fairhaven Wealth Management
Illinois
$236K
APP
965
Avantax Planning Partners
Iowa
$236K -$11.6K -71 -5%
SSWM
966
Strait & Sound Wealth Management
California
$235K +$235K +1,438 New
VWMG
967
Virginia Wealth Management Group
Virginia
$232K +$1.31K +8 +0.6%
RCAG
968
Rehmann Capital Advisory Group
Michigan
$231K +$231K +1,412 New
PIP
969
Peachtree Investment Partners
Florida
$230K +$490 +3 +0.2%
MCM
970
Manchester Capital Management
Vermont
$230K +$8K +49 +4%
NHT
971
New Hampshire Trust
New Hampshire
$229K -$3.76K -23 -2%
VT
972
Vise Technologies
New York
$228K -$65K -398 -22%
WPC
973
Wedmont Private Capital
Pennsylvania
$227K -$22K -135 -9%
AAP
974
Arax Advisory Partners
Colorado
$227K +$43.4K +266 +24%
DP
975
Dearborn Partners
Illinois
$226K +$20.6K +126 +10%