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Travelers Companies

1,252 hedge funds and large institutions have $32.2B invested in Travelers Companies in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 397 increasing their positions, 489 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-37
Holders Change %
-2.87%
% of All Funds
20.04%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
111
Increased
397
Reduced
489
Closed
117
Calls
$166M
Puts
$159M
Net Calls
+$6.65M
Net Calls Change
+$59.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CFS
1001
CRA Financial Services
New Jersey
$208K
FNA
1002
First National Advisers
Nebraska
$208K +$12.5K +73 +6%
EP
1003
Edgestream Partners
New Jersey
$208K -$51.8K -302 -20%
CWM
1004
Cornerstone Wealth Management
Missouri
$208K +$208K +1,213 New
WA
1005
Wealth Architects
California
$208K
MGIA
1006
Moneta Group Investment Advisors
Missouri
$207K +$207K +1,210 New
WWP
1007
WR Wealth Planners
Missouri
$207K +$207K +1,210 New
SWA
1008
SFMG Wealth Advisors
Texas
$207K
CW
1009
CreativeOne Wealth
Kansas
$207K -$1.55K -9 -0.7%
SIMG
1010
Sonora Investment Management Group
Arizona
$206K +$21.8K +127 +12%
VFA
1011
Voya Financial Advisors
Connecticut
$206K +$20.8K +122 +11%
SM
1012
Salzhauer Michael
$206K
CASB
1013
Cape Ann Savings Bank
Massachusetts
$206K
BIG
1014
Builder Investment Group
Georgia
$206K
HA
1015
Herold Advisors
New York
$206K
QT
1016
Quantbot Technologies
New York
$206K +$206K +1,200 New
Fayez Sarofim & Co
1017
Fayez Sarofim & Co
Texas
$205K +$171 +1 +0.1%
OC
1018
Oakworth Capital
Alabama
$205K
CPIA
1019
Cornell Pochily Investment Advisors
New York
$204K -$21.4K -125 -10%
LCM
1020
Laurion Capital Management
New York
$203K +$203K +1,187 New
IWA
1021
IVC Wealth Advisors
Pennsylvania
$203K +$343 +2 +0.2%
MWM
1022
Mascoma Wealth Management
New Hampshire
$202K +$46.9K +259 +30%
SRC
1023
Sage Rhino Capital
California
$201K -$84.8K -495 -30%
GA
1024
Geller Advisors
New York
$201K +$201K +1,173 New
BBI
1025
Baxter Bros Inc
Connecticut
$201K