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Travelers Companies

1,210 hedge funds and large institutions have $32.8B invested in Travelers Companies in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 450 increasing their positions, 398 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
-55
Holders Change %
-4.35%
% of All Funds
20.46%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
92
Increased
450
Reduced
398
Closed
124
Calls
$124M
Puts
$145M
Net Calls
-$21M
Net Calls Change
+$71.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
1051
SRH Advisors
Kansas
$87K
EW
1052
Evoke Wealth
California
$81K -$10.4K -61 -11%
DSC
1053
Duncker Streett & Co
Missouri
$81K
HWA
1054
HHM Wealth Advisors
Tennessee
$80K -$8.78K -52 -10%
FCB
1055
First Command Bank
Texas
$79K
FCFS
1056
First Command Financial Services
Texas
$79K
GWS
1057
Glassman Wealth Services
Virginia
$78K -$29.2K -172 -27%
PFSC
1058
Peoples Financial Services Corp
Pennsylvania
$78K
GI
1059
Gradient Investments
Minnesota
$77K -$3.06K -18 -4%
IAS
1060
IMA Advisory Services
Colorado
$76K
CWA
1061
Clearview Wealth Advisors
Oregon
$75K +$339 +2 +0.5%
WPA
1062
West Paces Advisors
Georgia
$74.9K +$23.5K +139 +46%
Bank of Montreal
1063
Bank of Montreal
Ontario, Canada
$71.1K +$3.9K +22,999 +6%
GWSG
1064
GPS Wealth Strategies Group
Colorado
$71K +$5.55K +33 +8%
CAC
1065
Core Alternative Capital
Georgia
$71K +$14.1K +83 +25%
Capstone Investment Advisors
1066
Capstone Investment Advisors
New York
$71K +$71K +420 New
AP
1067
Arlington Partners
Alabama
$66K +$40.3K +239 +157%
TSWM
1068
Tyler-Stone Wealth Management
Ohio
$65K -$16.9K -100 -21%
FEG
1069
Financial Enhancement Group
Indiana
$65K
FFC
1070
First Financial Corp
Indiana
$65K
PWM
1071
Prentice Wealth Management
New York
$65K +$65K +383 New
LF
1072
Lee Financial
Texas
$63K -$1.87K -11 -3%
CFO
1073
CVA Family Office
Colorado
$61K +$14.5K +86 +31%
COCM
1074
Charter Oak Capital Management
New Hampshire
$60K -$21.2K -125 -26%
ACA
1075
Atlas Capital Advisors
Wyoming
$59K +$15.1K +89 +34%