TRV icon

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 %
VST
1026
Van Strum & Towne
California
$300K
DAM
1027
Delta Asset Management
Tennessee
$300K
ESB
1028
Essex Savings Bank
Connecticut
$299K
OPA
1029
Old Port Advisors
Maine
$299K +$15K +65 +5%
FAM
1030
Formidable Asset Management
Ohio
$299K
ERIM
1031
Eagle Ridge Investment Management
Connecticut
$297K
GRP
1032
Global Retirement Partners
California
$297K +$12.7K +55 +4%
LOPW
1033
Live Oak Private Wealth
North Carolina
$296K
KI
1034
Kapitalo Investimentos
Brazil
$293K +$235K +1,019 +404%
CSC
1035
Caldwell Sutter Capital
California
$292K -$230 -1 -0.1%
WBC
1036
Westpac Banking Corp
Australia
$292K +$230 +1 +0.1%
SWA
1037
SFMG Wealth Advisors
Texas
$290K +$6.44K +28 +2%
SDH
1038
Sloy Dahl & Holst
Washington
$288K -$56.8K -247 -16%
DM
1039
Deerfield Management
New York
$288K +$288K +1,251 New
SGC
1040
Slocum, Gordon & Co
Rhode Island
$288K
JWM
1041
Janiczek Wealth Management
Colorado
$287K +$3.22K +14 +1%
AMG
1042
Advisors Management Group
Wisconsin
$287K -$122K -533 -30%
CPIG
1043
Chicago Partners Investment Group
Illinois
$286K +$20.2K +94 +8%
BC
1044
Bridgefront Capital
Texas
$286K +$286K +1,242 New
SPI
1045
Santori & Peters Inc
Pennsylvania
$285K
SWM
1046
Segment Wealth Management
Texas
$284K +$284K +1,234 New
MAG
1047
Mayfair Advisory Group
Alabama
$283K -$176K -763 -38%
LCM
1048
Liberty Capital Management
Michigan
$283K
GAA
1049
Global Assets Advisory
Florida
$283K +$283K +64,606 New
WWP
1050
WR Wealth Planners
Missouri
$283K +$4.14K +18 +1%