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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 %
SWM
976
Soundmark Wealth Management
Washington
$255K
DLCIG
977
D.L. Carlson Investment Group
New Hampshire
$254K -$28.3K -129 -10%
CASB
978
Cape Ann Savings Bank
Massachusetts
$254K +$254K +1,200 New
MCM
979
Monument Capital Management
Virginia
$253K +$253K +1,330 New
MFG
980
Monte Financial Group
Connecticut
$253K -$4.37M -22,922 -95%
CIA
981
Capital Investment Advisors
Georgia
$253K +$253K +1,329 New
TPI
982
Trust Point Inc
Wisconsin
$252K +$252K +1,325 New
NMM
983
Naples Money Management
Florida
$252K +$252K +1,323 New
LJAC
984
L.J. Altfest & Co
New York
$252K -$49.8K -261 -16%
EARNEST Partners
985
EARNEST Partners
Georgia
$251K -$1.91K -10 -0.8%
VST
986
Van Strum & Towne
California
$248K
DAM
987
Delta Asset Management
Tennessee
$248K +$1.14K +6 +0.5%
FAM
988
Formidable Asset Management
Ohio
$247K -$6.86K -36 -3%
ERIM
989
Eagle Ridge Investment Management
Connecticut
$246K
BIG
990
Brooklyn Investment Group
New York
$245K +$245K +1,287 New
LOPW
991
Live Oak Private Wealth
North Carolina
$245K
CCM
992
Carlson Capital Management
Minnesota
$245K -$123K -647 -33%
CRC
993
Curi RMB Capital
Illinois
$244K -$2.29K -12 -0.9%
WFI
994
West Family Investments
California
$243K +$243K +1,278 New
GRP
995
Global Retirement Partners
California
$243K +$75.8K +385 +45%
CSC
996
Caldwell Sutter Capital
California
$242K -$571 -3 -0.2%
IC
997
Inscription Capital
Texas
$242K +$1.33K +7 +0.6%
WBC
998
Westpac Banking Corp
Australia
$242K -$916K -4,808 -79%
STA
999
Summit Trail Advisors
New York
$238K -$16.4K -86 -6%
SGC
1000
Slocum, Gordon & Co
Rhode Island
$238K