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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 %
ACM
951
Advisors Capital Management
New Jersey
$275K +$275K +1,444 New
MCM
952
Manchester Capital Management
Vermont
$274K +$6.29K +33 +2%
CT
953
Colonial Trust
South Carolina
$274K -$4.95K -26 -2%
NQWM
954
Northwest Quadrant Wealth Management
Oregon
$273K -$29.2K -153 -10%
SSB
955
Sandy Spring Bank
Maryland
$273K -$8.96K -47 -3%
OPOWM
956
One Plus One Wealth Management
Florida
$272K +$272K +1,910 New
CPIA
957
Cornell Pochily Investment Advisors
New York
$269K +$269K +1,413 New
PIP
958
Peachtree Investment Partners
Florida
$269K +$381 +2 +0.1%
MGIA
959
Moneta Group Investment Advisors
Missouri
$268K +$33.9K +178 +14%
OC
960
Oakworth Capital
Alabama
$268K +$86.9K +456 +48%
BCM
961
Brookstone Capital Management
Illinois
$267K -$11.1K -58 -4%
NHT
962
New Hampshire Trust
New Hampshire
$267K -$952 -5 -0.4%
AO
963
Advisor OS
Illinois
$266K +$19.6K +103 +8%
CWM
964
Cornerstone Wealth Management
Missouri
$265K +$265K +1,394 New
DP
965
Dearborn Partners
Illinois
$264K
CAG
966
Crestwood Advisors Group
Massachusetts
$264K +$16.8K +88 +7%
RCAG
967
Rehmann Capital Advisory Group
Michigan
$263K -$6.29K -33 -2%
CPIG
968
Chicago Partners Investment Group
Illinois
$262K +$262K +1,241 New
HNWA
969
Henrickson Nauta Wealth Advisors
Michigan
$261K
WE
970
Wealth Effects
Massachusetts
$261K +$190 +1 +0.1%
CWM
971
Calamos Wealth Management
Illinois
$258K -$42.5K -223 -14%
PS
972
Principal Securities
Iowa
$258K +$258K +1,354 New
GWWM
973
Great Waters Wealth Management
Minnesota
$257K +$574 +3 +0.2%
AL
974
Aspiriant LLC
California
$256K +$256K +1,344 New
PDM
975
Penn Davis McFarland
Texas
$256K +$256K +1,344 New