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Travelers Companies

1,070 hedge funds and large institutions have $27.6B invested in Travelers Companies in 2018 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 336 increasing their positions, 435 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-24
Holders Change %
-2.19%
% of All Funds
24.5%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
76
Increased
336
Reduced
435
Closed
91
Calls
$163M
Puts
$149M
Net Calls
+$13.6M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RWG
1001
Regal Wealth Group
California
$18K
IF
1002
Ironwood Financial
Arizona
$18K +$18K +139 New
CAG
1003
Csenge Advisory Group
Florida
$18K +$18K +147 New
GRP
1004
Global Retirement Partners
California
$15K
ME
1005
McIlrath & Eck
Washington
$15K
CAM
1006
Close Asset Management
United Kingdom
$15K
ECM
1007
Exchange Capital Management
Michigan
$15K +$10.8K +84 +255%
WF
1008
WealthTrust Fairport
Ohio
$15K +$15K +118 New
TC
1009
Truvestments Capital
Florida
$15K +$15K +119 New
BFC
1010
Bedel Financial Consulting
Indiana
$14K
NSIM
1011
North Star Investment Management
Illinois
$14K
HIIFS
1012
Harel Insurance Investments & Financial Services
Israel
$14K
RAM
1013
Riggs Asset Management
Pennsylvania
$14K
PW
1014
Price Wealth
Texas
$13K -$30.8K -237 -70%
LWCFA
1015
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
MA
1016
MCF Advisors
Kentucky
$13K
BRC
1017
Bell Rock Capital
Delaware
$13K
HR
1018
Howe & Rusling
New York
$13K +$2.23K +17 +21%
CWA
1019
Clarus Wealth Advisors
Arizona
$12K
PWAG
1020
Polaris Wealth Advisory Group
California
$12K +$10.7K +85 +850%
Lazard Asset Management
1021
Lazard Asset Management
New York
$11K +$895 +7 +9%
HCM
1022
Highlander Capital Management
New Jersey
$10K
WPW
1023
Winthrop Partners - WNY
New York
$9.99K
TFA
1024
Transamerica Financial Advisors
Florida
$9K +$2.73K +20 +43%
WOC
1025
West Oak Capital
California
$8.95K +$8.95K +69 New