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 %
PP
1026
Patten & Patten
Tennessee
$218K +$218K +1,162 New
WT
1027
Washington Trust
Rhode Island
$217K +$8.81K +47 +4%
FIA
1028
Foundations Investment Advisors
Arizona
$217K +$217K +1,157 New
IWA
1029
Intercontinental Wealth Advisors
Texas
$216K +$216K +1,153 New
ECM
1030
EagleClaw Capital Management
Massachusetts
$215K +$215K +1,146 New
AC
1031
Apella Capital
Connecticut
$214K +$214K +1,143 New
FNA
1032
First National Advisers
Nebraska
$213K +$21.5K +115 +11%
FAG
1033
Fortitude Advisory Group
Washington
$213K +$213K +1,134 New
CCP
1034
Clarkston Capital Partners
Michigan
$212K +$212K +1,129 New
FA
1035
Financial Advisors
Massachusetts
$211K +$211K +1,128 New
RI
1036
Ridgewood Investments
New Jersey
$209K +$209K +1,114 New
DWM
1037
Drive Wealth Management
Utah
$209K +$209K +1,114 New
BCM
1038
Blume Capital Management
California
$206K
BFO
1039
Boston Family Office
Massachusetts
$206K +$206K +1,100 New
PCM
1040
Pointe Capital Management
Michigan
$206K +$206K +1,100 New
LPAM
1041
Lodestar Private Asset Management
California
$206K +$206K +1,098 New
VFA
1042
Voya Financial Advisors
Connecticut
$205K +$205K +1,084 New
SFI
1043
SPC Financial Inc
Maryland
$205K +$205K +1,093 New
PFM
1044
Patton Fund Management
Texas
$204K +$204K +1,088 New
FMII
1045
Farmers & Merchants Investments Inc
Nebraska
$204K
VCM
1046
Viewpoint Capital Management
Washington
$204K +$204K +1,086 New
PWPS
1047
Pinnacle Wealth Planning Services
Ohio
$203K +$203K +1,084 New
VCM
1048
Vigilant Capital Management
Maine
$203K -$8.07K -43 -4%
FFBTD
1049
First Financial Bank - Trust Division
Ohio
$203K +$203K +1,082 New
NW
1050
NewEdge Wealth
Pennsylvania
$202K +$202K +1,078 New