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 %
CCA
1076
Cobblestone Capital Advisors
New York
$266K
AIM
1077
Anchor Investment Management
South Carolina
$265K -$11.5K -50 -4%
ECM
1078
EagleClaw Capital Management
Massachusetts
$264K
GM
1079
GeoWealth Management
Illinois
$262K +$127K +554 +95%
CAGAS
1080
Capital Advisory Group Advisory Services
Minnesota
$261K +$2.3K +10 +0.9%
NI
1081
NDVR Inc
Massachusetts
$258K +$258K +1,122 New
MSFS
1082
Main Street Financial Solutions
Pennsylvania
$257K +$257K +1,118 New
OTL
1083
Oak Thistle LLC
New York
$255K +$255K +1,109 New
FMII
1084
Farmers & Merchants Investments Inc
Nebraska
$255K
VFA
1085
Voya Financial Advisors
Connecticut
$254K -$29.7K -130 -10%
BCM
1086
Blume Capital Management
California
$253K
PCM
1087
Pointe Capital Management
Michigan
$253K
EA
1088
Everpar Advisors
Oklahoma
$253K -$126K -548 -33%
WH
1089
Willner & Heller
California
$251K +$1.15K +5 +0.5%
ACI
1090
Alpha Cubed Investments
California
$250K -$202K -878 -45%
CRWM
1091
Castle Rock Wealth Management
California
$250K +$426 +2 +0.2%
ADIM
1092
Alpha DNA Investment Management
Maryland
$250K
CPBTD
1093
Central Pacific Bank - Trust Division
Hawaii
$249K +$249K +1,093 New
CCA
1094
Childress Capital Advisors
Texas
$248K -$27.6K -120 -10%
PWPS
1095
Pinnacle Wealth Planning Services
Ohio
$247K -$460 -2 -0.2%
BBI
1096
Baxter Bros Inc
Connecticut
$247K -$23K -100 -9%
OBWG
1097
Onyx Bridge Wealth Group
New York
$246K -$6.4K -30 -3%
CB
1098
Centennial Bank
Arkansas
$245K
KFI
1099
Key Financial Inc
Pennsylvania
$245K
PP
1100
Patten & Patten
Tennessee
$244K