TRV icon

Travelers Companies

1,289 hedge funds and large institutions have $35.3B invested in Travelers Companies in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 404 increasing their positions, 423 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,289
Holders Change
+98
Holders Change %
+8.23%
% of All Funds
20.8%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.31%
New
204
Increased
404
Reduced
423
Closed
85
Calls
$175M
Puts
$228M
Net Calls
-$52.8M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
1001
Robertson Stephens Wealth Management
California
$229K -$46.1K -246 -17%
TLP
1002
Trinity Legacy Partners
Texas
$229K +$229K +1,220 New
SFG
1003
Sovereign Financial Group
Connecticut
$229K +$229K +1,220 New
LTI
1004
Laffer Tengler Investments
Tennessee
$228K
CW
1005
CreativeOne Wealth
Kansas
$228K +$228K +1,215 New
CFS
1006
CRA Financial Services
New Jersey
$228K +$228K +1,215 New
WA
1007
Wealth Architects
California
$227K +$227K +1,211 New
FM
1008
Family Management
New York
$227K +$227K +1,209 New
SWA
1009
SFMG Wealth Advisors
Texas
$226K +$226K +1,208 New
BIG
1010
Builder Investment Group
Georgia
$225K +$225K +1,200 New
CASB
1011
Cape Ann Savings Bank
Massachusetts
$225K +$225K +1,200 New
SM
1012
Salzhauer Michael
$225K +$225K +1,200 New
HA
1013
Herold Advisors
New York
$225K +$225K +1,200 New
ACA
1014
Anchor Capital Advisors
Massachusetts
$225K +$225K +1,198 New
Fayez Sarofim & Co
1015
Fayez Sarofim & Co
Texas
$224K +$224K +1,197 New
OC
1016
Oakworth Capital
Alabama
$224K -$3.94K -21 -2%
CIA
1017
Capital Investment Advisors
Georgia
$224K +$224K +1,192 New
WPC
1018
Wedmont Private Capital
Pennsylvania
$223K +$223K +1,149 New
IA
1019
IFP Advisors
Florida
$222K -$5.02K -53 -2%
IWA
1020
IVC Wealth Advisors
Pennsylvania
$222K +$222K +1,182 New
BBI
1021
Baxter Bros Inc
Connecticut
$220K +$220K +1,171 New
OPA
1022
Old Port Advisors
Maine
$220K -$16.9K -90 -7%
WAP
1023
Wealthcare Advisory Partners
Pennsylvania
$220K +$220K +1,171 New
WP
1024
Wealthspan Partners
Iowa
$218K +$218K +1,165 New
TIA
1025
Trust Investment Advisors
Indiana
$218K +$218K +1,164 New