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Travelers Companies

1,436 hedge funds and large institutions have $43.5B invested in Travelers Companies in 2024 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 446 increasing their positions, 510 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+119
Holders Change %
+9.04%
% of All Funds
20.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
204
Increased
446
Reduced
510
Closed
70
Calls
$173M
Puts
$197M
Net Calls
-$23.9M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
1001
Oakworth Capital
Alabama
$324K -$230 -1 -0.1%
NHT
1002
New Hampshire Trust
New Hampshire
$322K
FMTC
1003
Farmers & Merchants Trust Company
California
$321K -$117K -507 -27%
LJAC
1004
L.J. Altfest & Co
New York
$320K +$16.1K +70 +5%
CWM
1005
Calamos Wealth Management
Illinois
$320K +$7.83K +34 +3%
WFI
1006
West Family Investments
California
$319K +$25.1K +109 +9%
SSWM
1007
Strait & Sound Wealth Management
California
$317K
QC
1008
Quent Capital
New York
$316K +$52K +226 +20%
MGIA
1009
Moneta Group Investment Advisors
Missouri
$315K -$8.75K -38 -3%
CAG
1010
Crestwood Advisors Group
Massachusetts
$315K -$4.37K -19 -1%
MCM
1011
Monument Capital Management
Virginia
$314K +$7.6K +33 +2%
TW
1012
TrinityPoint Wealth
Connecticut
$313K -$44.9K -195 -13%
SPA
1013
Sherbrooke Park Advisers
New York
$310K -$204K -888 -40%
GWWM
1014
Great Waters Wealth Management
Minnesota
$309K
RWP
1015
RWA Wealth Partners
Massachusetts
$309K -$96.4K -419 -24%
SWM
1016
Soundmark Wealth Management
Washington
$308K
HNWA
1017
Henrickson Nauta Wealth Advisors
Michigan
$307K
EARNEST Partners
1018
EARNEST Partners
Georgia
$305K +$1.61K +7 +0.5%
LTAS
1019
Linden Thomas Advisory Services
North Carolina
$305K +$305K +1,324 New
NMM
1020
Naples Money Management
Florida
$304K
WE
1021
Wealth Effects
Massachusetts
$304K -$11.3K -49 -4%
AWM
1022
AE Wealth Management
Kansas
$304K -$1.35M -5,849 -82%
SS
1023
Sunbelt Securities
Texas
$303K +$220K +956 +264%
NQWM
1024
Northwest Quadrant Wealth Management
Oregon
$302K -$27.9K -121 -8%
IC
1025
Inscription Capital
Texas
$302K +$9.9K +43 +3%