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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 %
PI
1101
Pettee Investors
Connecticut
$244K
ETC
1102
Exchange Traded Concepts
Oklahoma
$242K -$575K -2,500 -70%
AC
1103
Avestar Capital
New York
$242K +$242K +1,047 New
SDAM
1104
Shulman DeMeo Asset Management
New York
$241K +$241K +1,047 New
WIA
1105
World Investment Advisors
California
$241K +$241K +1,046 New
AAIS
1106
ABN AMRO Investment Solutions
$240K +$240K +1,044 New
SMA
1107
Sage Mountain Advisors
Georgia
$240K +$240K +1,043 New
JFL
1108
Jarislowsky, Fraser Ltd
Quebec, Canada
$239K +$239K +1,040 New
GA
1109
Gateway Advisory
New Jersey
$238K +$238K +1,035 New
CFA
1110
Cahill Financial Advisors
Minnesota
$238K +$238K +1,032 New
IA
1111
IFP Advisors
Florida
$237K +$6.44K +28 +3%
NCM
1112
Next Capital Management
New York
$237K +$237K +1,029 New
CIS
1113
Custom Index Systems
New York
$235K -$171K -745 -42%
HWA
1114
HCR Wealth Advisors
California
$235K +$235K +1,023 New
EP
1115
Edgestream Partners
New Jersey
$235K +$235K +1,019 New
GEA
1116
Glen Eagle Advisors
New Jersey
$234K
OWP
1117
Obermeyer Wealth Partners
Colorado
$233K +$233K +1,013 New
LFA
1118
Legacy Financial Advisors
Kentucky
$232K +$232K +1,008 New
BWM
1119
Baron Wealth Management
Michigan
$230K +$230K +1,001 New
QFA
1120
Quantum Financial Advisors
California
$230K +$230K +1,001 New
CST
1121
Charles Schwab Trust
Nevada
$230K +$230K +1,000 New
RA
1122
Ruggaard & Associates
Ohio
$230K +$230K +1,000 New
RWI
1123
Red Wave Investments
Pennsylvania
$230K +$230K +1,000 New
SBWIC
1124
Schaper Benz & Wise Investment Counsel
Wisconsin
$230K +$230K +1,000 New
SWMP
1125
Signature Wealth Management Partners
New Jersey
$230K +$230K +1,000 New