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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 %
IWA
1026
IVC Wealth Advisors
Pennsylvania
$227K +$227K +1,190 New
SRC
1027
Sage Rhino Capital
California
$226K +$226K +1,186 New
AC
1028
Apella Capital
Connecticut
$226K +$226K +1,172 New
CRWM
1029
Castle Rock Wealth Management
California
$226K +$226K +1,170 New
OBWG
1030
Onyx Bridge Wealth Group
New York
$225K +$225K +1,183 New
MSA
1031
Marino Stram & Associates
Massachusetts
$223K +$223K +1,172 New
BBI
1032
Baxter Bros Inc
Connecticut
$223K +$223K +1,171 New
WP
1033
Wealthspan Partners
Iowa
$222K +$222K +1,163 New
CCA
1034
Cobblestone Capital Advisors
New York
$220K -$24.6K -129 -10%
QC
1035
Quent Capital
New York
$219K +$6.67K +35 +3%
ECM
1036
EagleClaw Capital Management
Massachusetts
$218K +$218K +1,146 New
EBA
1037
Eagle Bay Advisors
New York
$217K -$75.2K -395 -26%
FMLI
1038
Fukoku Mutual Life Insurance
Japan
$216K +$216K +1,136 New
CAGAS
1039
Capital Advisory Group Advisory Services
Minnesota
$214K +$214K +1,122 New
Empower Advisory Group
1040
Empower Advisory Group
Colorado
$212K +$212K +1,113 New
FMII
1041
Farmers & Merchants Investments Inc
Nebraska
$211K
PTC
1042
Petrus Trust Company
Texas
$210K +$210K +1,104 New
AAS
1043
Ameritas Advisory Services
Nebraska
$210K +$210K +1,058 New
BCM
1044
Blume Capital Management
California
$210K
PCM
1045
Pointe Capital Management
Michigan
$210K +$210K +1,100 New
P
1046
&Partners
Tennessee
$207K +$207K +1,089 New
ADIM
1047
Alpha DNA Investment Management
Maryland
$207K +$207K +1,085 New
WH
1048
Willner & Heller
California
$207K +$207K +1,085 New
PWPS
1049
Pinnacle Wealth Planning Services
Ohio
$205K +$205K +1,076 New
Financial Engines Advisors
1050
Financial Engines Advisors
California
$204K +$204K +1,072 New