TRV icon

Travelers Companies

1,014 hedge funds and large institutions have $22.6B invested in Travelers Companies in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 314 increasing their positions, 421 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-14
Holders Change %
-1.36%
% of All Funds
20.51%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.04%
New
82
Increased
314
Reduced
421
Closed
92
Calls
$142M
Puts
$87.6M
Net Calls
+$54.8M
Net Calls Change
+$33.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
1076
SouthState Corp
Florida
-$209K -1,832 Closed
ESB
1077
Essex Savings Bank
Connecticut
-$205K -1,794 Closed
LIM
1078
Leavell Investment Management
Alabama
-$204K -1,787 Closed
IAIM
1079
International Assets Investment Management
Florida
-$204K -1,785 Closed
SVWAG
1080
Sound View Wealth Advisors Group
Georgia
-$203K -1,781 Closed
ACM
1081
Advisors Capital Management
New Jersey
-$202K -1,774 Closed
GVAG
1082
Great Valley Advisor Group
Delaware
-$201K -1,760 Closed
FWM
1083
Frontier Wealth Management
Missouri
-$200K -1,757 Closed
FWM
1084
FSA Wealth Management
Massachusetts
-$172K -1,510 Closed
PWP
1085
Principle Wealth Partners
Connecticut
-$135K -1,187 Closed
OPS
1086
Orion Portfolio Solutions
Nebraska
-$114K -1,002 Closed
KPW
1087
Kore Private Wealth
New York
-$72K -638 Closed
MA
1088
Modus Advisors
Minnesota
-$63K -555 Closed
CWP
1089
CFM Wealth Partners
Texas
-$61K -541 Closed
WFMPM
1090
Woodley Farra Manion Portfolio Management
Indiana
-$47K -409 Closed
EWP
1091
Engrave Wealth Partners
Texas
-$34K -300 Closed
BL
1092
Balentine LLC
Georgia
-$29K -253 Closed
ACA
1093
Atlas Capital Advisors
Wyoming
-$22.5K -197 Closed
PIMG
1094
Patriot Investment Management Group
Tennessee
-$16.9K -148 Closed
WR
1095
Watson Rebecca
-$8K -74 Closed
BFIM
1096
Beese Fulmer Investment Management
Ohio
-$7K -65 Closed
BEI
1097
Benjamin Edwards Inc
Missouri
-$6K -55 Closed
FANJ
1098
Financial Architects (New Jersey)
New Jersey
-$6K -53 Closed
AAIM
1099
Asset Advisors Investment Management
Georgia
-$6K -50 Closed
HS
1100
Horan Securities
United States
-$5K -48 Closed