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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 %
RG
951
Renaissance Group
Kentucky
$360K +$13.1K +57 +4%
TNB
952
Thomasville National Bank
Georgia
$360K
BHBT
953
Burke & Herbert Bank & Trust
Virginia
$359K +$359K +1,562 New
RC
954
Randolph Company
Ohio
$358K -$2.3K -10 -0.6%
M1FG
955
Mach-1 Financial Group
Arkansas
$357K +$357K +1,552 New
PP
956
PrairieView Partners
Minnesota
$357K
HWA
957
Heritage Wealth Advisors
Virginia
$355K +$230 +1 +0.1%
NB
958
NBT Bank
New York
$354K -$4.37K -19 -1%
IAS
959
Insigneo Advisory Services
Florida
$353K -$67K -291 -16%
BBA
960
BLB&B Advisors
Pennsylvania
$353K -$26.2K -114 -7%
ACM
961
Advisors Capital Management
New Jersey
$352K +$19.6K +85 +6%
DWA
962
Delap Wealth Advisory
Oregon
$351K +$351K +1,526 New
WIC
963
Woodmont Investment Counsel
Tennessee
$350K -$1.15K -5 -0.3%
AIM
964
Aspen Investment Management
Michigan
$350K
WSC
965
Wellington Shields & Co
New York
$349K
CFG
966
Carr Financial Group
Massachusetts
$349K
MCWS
967
McKinley Carter Wealth Services
West Virginia
$349K
GCM
968
G2 Capital Management
Ohio
$349K
FTC
969
Farmers Trust Company
Ohio
$348K -$2.07K -9 -0.6%
DWS
970
Dynamic Wealth Strategies
California
$348K +$1.15K +5 +0.3%
WCF
971
West Coast Financial
California
$348K +$69.5K +302 +25%
FOA
972
Five Oceans Advisors
California
$347K -$230 -1 -0.1%
AG
973
AlTi Global
New York
$346K +$346K +1,505 New
MG
974
Mather Group
Illinois
$346K -$7.24K -38 -2%
ATFA
975
All Terrain Financial Advisors
Minnesota
$344K