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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 %
DMBA
1101
Deseret Mutual Benefit Administrators
Utah
$114K -$33.7K -177 -23%
BCA
1102
Bray Capital Advisors
Florida
$114K
GM
1103
GeoWealth Management
Illinois
$111K +$111K +583 New
GWSG
1104
GPS Wealth Strategies Group
Colorado
$110K -$6.67K -35 -6%
AP
1105
Atwood & Palmer
Missouri
$109K
CHC
1106
City Holding Co
West Virginia
$109K
RIM
1107
Rakuten Investment Management
Japan
$107K +$107K +565 New
FFL
1108
Financial Freedom LLC
Ohio
$103K -$21.5K -113 -17%
TF
1109
Tompkins Financial
New York
$103K -$30.9K -162 -23%
CFS
1110
CGC Financial Services
Oregon
$102K
RFA
1111
Resurgent Financial Advisors
Georgia
$100K -$1.52K -8 -1%
SA
1112
SRH Advisors
Kansas
$98.1K -$95.2K -500 -49%
EWA
1113
EverSource Wealth Advisors
Alabama
$98.1K +$1.14K +6 +1%
MPWT
1114
MassMutual Private Wealth & Trust
Connecticut
$97.3K +$49.3K +259 +103%
ODG
1115
O'Dell Group
Ohio
$96.8K +$96.8K +508 New
ITIM
1116
Indiana Trust & Investment Management
Indiana
$96.6K
TLA
1117
Tanglewood Legacy Advisors
Texas
$95.2K
SOW
1118
State of Wyoming
Wyoming
$95.1K +$26.5K +139 +39%
MSWM
1119
Mowery & Schoenfeld Wealth Management
Illinois
$95.1K +$95.1K +499 New
FFA
1120
First Foundation Advisors
California
$95K -$147K -772 -61%
SIS
1121
Sound Income Strategies
Florida
$91K +$81.3K +427 +837%
BGAI
1122
Bruce G. Allen Investments
Colorado
$90.5K +$90.5K +475 New
TH
1123
TCTC Holdings
Texas
$89.3K +$26.5K +139 +42%
A
1124
AJOVista
Massachusetts
$88.2K +$88.2K +463 New
PWMG
1125
Prestige Wealth Management Group
New Jersey
$82.9K +$16.8K +88 +25%