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Travelers Companies

1,252 hedge funds and large institutions have $32.2B invested in Travelers Companies in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 397 increasing their positions, 489 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-37
Holders Change %
-2.87%
% of All Funds
20.04%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
111
Increased
397
Reduced
489
Closed
117
Calls
$166M
Puts
$159M
Net Calls
+$6.65M
Net Calls Change
+$59.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PI
976
Pettee Investors
Connecticut
$227K
WPC
977
Wedmont Private Capital
Pennsylvania
$226K +$28K +162 +14%
WI
978
Wedgewood Investors
Pennsylvania
$226K
PCMC
979
Paragon Capital Management (Colorado)
Colorado
$225K -$1.03K -6 -0.5%
FAM
980
Formidable Asset Management
Ohio
$224K
WA
981
Waverly Advisors
Alabama
$224K +$2.74K +16 +1%
EBA
982
Eagle Bay Advisors
New York
$224K -$44.6K -260 -17%
VST
983
Van Strum & Towne
California
$224K
HFG
984
Heron Financial Group
New York
$223K +$223K +1,303 New
DAM
985
Delta Asset Management
Tennessee
$222K -$69.3K -404 -24%
DWM
986
Drive Wealth Management
Utah
$221K +$30.3K +177 +16%
FTC
987
Farmers Trust Company
Ohio
$221K
LOPW
988
Live Oak Private Wealth
North Carolina
$220K
GW
989
GW & Wade
Massachusetts
$219K -$50.2K -293 -19%
CL
990
Choreo LLC
Illinois
$217K +$217K +1,265 New
DP
991
Dearborn Partners
Illinois
$216K
PP
992
PDS Planning
Ohio
$215K +$215K +1,254 New
AFG
993
AFS Financial Group
Maryland
$214K
SGC
994
Slocum, Gordon & Co
Rhode Island
$214K
IC
995
Inscription Capital
Texas
$214K +$1.03K +6 +0.5%
SPI
996
Santori & Peters Inc
Pennsylvania
$212K
LCM
997
Liberty Capital Management
Michigan
$211K
AG
998
AIA Group
Hong Kong
$210K -$27.4K -160 -12%
SFG
999
Sovereign Financial Group
Connecticut
$209K
LTI
1000
Laffer Tengler Investments
Tennessee
$209K