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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 %
HNWA
976
Henrickson Nauta Wealth Advisors
Michigan
$224K -$490 -3 -0.2%
WE
977
Wealth Effects
Massachusetts
$224K -$8K -49 -3%
CL
978
Choreo LLC
Illinois
$221K +$12.4K +76 +6%
JWA
979
JFS Wealth Advisors
Pennsylvania
$221K
SWM
980
Soundmark Wealth Management
Washington
$219K +$219K +1,340 New
STA
981
Summit Trail Advisors
New York
$218K +$218K +1,337 New
GWWM
982
Great Waters Wealth Management
Minnesota
$218K -$3.42K -21 -2%
FAM
983
Formidable Asset Management
Ohio
$218K +$5.06K +31 +2%
EARNEST Partners
984
EARNEST Partners
Georgia
$217K -$11.6K -71 -5%
SIM
985
Sentry Investment Management
Wisconsin
$217K -$37.9K -232 -15%
VFA
986
Voya Financial Advisors
Connecticut
$216K +$2.18K +13 +1%
CI
987
CX Institutional
Indiana
$216K -$31.7K -194 -13%
WI
988
Wedgewood Investors
Pennsylvania
$216K
VST
989
Van Strum & Towne
California
$213K
GA
990
Gateway Advisory
New Jersey
$213K +$213K +1,304 New
SIA
991
Schear Investment Advisers
Ohio
$212K -$22.5K -138 -10%
IA
992
IFP Advisors
Florida
$212K +$26.1K +160 +14%
CAG
993
Crestwood Advisors Group
Massachusetts
$212K +$212K +1,299 New
DAM
994
Delta Asset Management
Tennessee
$212K
CRC
995
Curi RMB Capital
Illinois
$211K +$817 +5 +0.4%
ERIM
996
Eagle Ridge Investment Management
Connecticut
$211K -$18K -110 -8%
AO
997
Advisor OS
Illinois
$211K -$675K -4,134 -76%
DLCIG
998
D.L. Carlson Investment Group
New Hampshire
$211K -$42.8K -262 -17%
LOPW
999
Live Oak Private Wealth
North Carolina
$210K
CCA
1000
Cobblestone Capital Advisors
New York
$210K +$210K +1,286 New