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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 %
PP
1001
PDS Planning
Ohio
$209K -$49K -300 -19%
CWM
1002
Congress Wealth Management
Massachusetts
$208K -$29.1K -178 -12%
CSC
1003
Caldwell Sutter Capital
California
$208K +$5.23K +32 +3%
FFA
1004
First Foundation Advisors
California
$208K -$4.08K -25 -2%
IC
1005
Inscription Capital
Texas
$206K +$1.14K +7 +0.6%
OPA
1006
Old Port Advisors
Maine
$205K +$205K +1,253 New
SGC
1007
Slocum, Gordon & Co
Rhode Island
$204K +$204K +1,250 New
JWM
1008
Janiczek Wealth Management
Colorado
$203K +$5.06K +31 +3%
WAP
1009
Wealthcare Advisory Partners
Pennsylvania
$203K +$2.45K +15 +1%
LT
1010
Legacy Trust
Michigan
$203K -$16.8K -103 -8%
LSPW
1011
Lake Street Private Wealth
Illinois
$203K +$203K +1,210 New
SPI
1012
Santori & Peters Inc
Pennsylvania
$202K
SWA
1013
SFMG Wealth Advisors
Texas
$202K +$817 +5 +0.4%
LCM
1014
Liberty Capital Management
Michigan
$201K
MGIA
1015
Moneta Group Investment Advisors
Missouri
$201K -$16.5K -101 -8%
WA
1016
Wealth Architects
California
$200K +$3.27K +20 +2%
PI
1017
PEAK6 Investments
Illinois
$199K -$710K -4,350 -78%
LTI
1018
Laffer Tengler Investments
Tennessee
$199K
WWP
1019
WR Wealth Planners
Missouri
$198K
AIM
1020
Anchor Investment Management
South Carolina
$192K -$32.7K -200 -15%
QC
1021
Quent Capital
New York
$182K +$12.4K +76 +7%
FMII
1022
Farmers & Merchants Investments Inc
Nebraska
$181K -$490 -3 -0.3%
BCM
1023
Blume Capital Management
California
$180K
CB
1024
Centennial Bank
Arkansas
$174K
KFI
1025
Key Financial Inc
Pennsylvania
$174K