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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 %
WAP
1001
Wealthcare Advisory Partners
Pennsylvania
$238K +$572 +3 +0.2%
LT
1002
Legacy Trust
Michigan
$237K
SPI
1003
Santori & Peters Inc
Pennsylvania
$236K
OPA
1004
Old Port Advisors
Maine
$235K -$3.24K -17 -1%
JWM
1005
Janiczek Wealth Management
Colorado
$235K -$2.1K -11 -0.9%
SG
1006
StoneX Group
New York
$235K +$235K +1,233 New
VFA
1007
Voya Financial Advisors
Connecticut
$235K -$9.09K -48 -4%
SWA
1008
SFMG Wealth Advisors
Texas
$234K -$571 -3 -0.2%
LCM
1009
Liberty Capital Management
Michigan
$234K
SFI
1010
SPC Financial Inc
Maryland
$234K +$234K +1,226 New
PA
1011
PFG Advisors
Arizona
$233K +$233K +1,224 New
ASG
1012
Ariston Services Group
California
$232K +$232K +1,220 New
SIA
1013
Schear Investment Advisers
Ohio
$232K -$15.8K -83 -6%
LTI
1014
Laffer Tengler Investments
Tennessee
$232K
CFS
1015
CRA Financial Services
New Jersey
$231K +$231K +1,215 New
WWP
1016
WR Wealth Planners
Missouri
$231K +$190 +1 +0.1%
WCF
1017
West Coast Financial
California
$230K +$230K +1,209 New
SWA
1018
Sax Wealth Advisors
New Jersey
$230K +$230K +1,208 New
AIM
1019
Anchor Investment Management
South Carolina
$229K +$5.33K +28 +2%
SIM
1020
Sentry Investment Management
Wisconsin
$229K -$24.6K -129 -10%
BIG
1021
Builder Investment Group
Georgia
$229K +$229K +1,200 New
HA
1022
Herold Advisors
New York
$229K +$229K +1,200 New
CCA
1023
Childress Capital Advisors
Texas
$228K +$228K +1,198 New
LSPW
1024
Lake Street Private Wealth
Illinois
$228K -$2.67K -14 -1%
WA
1025
Wealth Architects
California
$227K -$5.91K -31 -3%