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Travelers Companies

1,274 hedge funds and large institutions have $32.4B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 457 increasing their positions, 454 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+22
Holders Change %
+1.76%
% of All Funds
20.09%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
122
Increased
457
Reduced
454
Closed
92
Calls
$125M
Puts
$94.5M
Net Calls
+$30.2M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
976
Anchor Investment Management
South Carolina
$239K -$8.68K -50 -4%
HNWA
977
Henrickson Nauta Wealth Advisors
Michigan
$238K
GWWM
978
Great Waters Wealth Management
Minnesota
$236K
GBT
979
Grove Bank & Trust
Florida
$236K -$4.86K -28 -2%
MCM
980
Manchester Capital Management
Vermont
$236K -$347 -2 -0.1%
JWA
981
JFS Wealth Advisors
Pennsylvania
$235K -$174 -1 -0.1%
NFG
982
Nations Financial Group
Iowa
$235K +$235K +1,351 New
NP
983
NorthRock Partners
Minnesota
$234K -$1.04K -6 -0.4%
LT
984
Legacy Trust
Michigan
$234K +$1.74K +10 +0.7%
CT
985
Chicago Trust
Illinois
$233K
DWM
986
Drive Wealth Management
Utah
$233K +$8.51K +49 +4%
MGIA
987
Moneta Group Investment Advisors
Missouri
$231K +$20.8K +120 +10%
PI
988
Pettee Investors
Connecticut
$230K
WI
989
Wedgewood Investors
Pennsylvania
$229K
MG
990
Mather Group
Illinois
$227K +$227K +1,308 New
FAM
991
Formidable Asset Management
Ohio
$227K
VST
992
Van Strum & Towne
California
$226K
HFG
993
Heron Financial Group
New York
$226K
CW
994
CreativeOne Wealth
Kansas
$226K +$16.2K +93 +8%
FFA
995
First Foundation Advisors
California
$225K +$225K +1,296 New
DAM
996
Delta Asset Management
Tennessee
$225K
CRC
997
Curi RMB Capital
Illinois
$224K -$24.8K -143 -10%
LOPW
998
Live Oak Private Wealth
North Carolina
$223K
RSWM
999
Robertson Stephens Wealth Management
California
$223K -$21.9K -126 -9%
FTC
1000
Farmers Trust Company
Ohio
$223K -$868 -5 -0.4%