TRV icon

Travelers Companies

1,561 hedge funds and large institutions have $52.2B invested in Travelers Companies in 2024 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 505 increasing their positions, 545 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,561
Holders Change
+110
Holders Change %
+7.58%
% of All Funds
20.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.19%
New
224
Increased
505
Reduced
545
Closed
90
Calls
$109M
Puts
$101M
Net Calls
+$7.73M
Net Calls Change
-$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
RG
1126
Rathbones Group
United Kingdom
$281K
M1FG
1127
Mach-1 Financial Group
Arkansas
$280K
MPWT
1128
MassMutual Private Wealth & Trust
Connecticut
$280K +$145K +601 +107%
DWS
1129
Dynamic Wealth Strategies
California
$280K +$241 +1 +0.1%
SCA
1130
Sippican Capital Advisors
Massachusetts
$280K
WP
1131
Wealthspan Partners
Iowa
$280K
GF
1132
Gries Financial
Ohio
$279K +$50.3K +209 +22%
OBWG
1133
Onyx Bridge Wealth Group
New York
$279K +$241 +1 +0.1%
FWA
1134
Flagship Wealth Advisors
Massachusetts
$278K +$278K +1,154 New
WH
1135
Willner & Heller
California
$277K +$1.2K +5 +0.4%
ACM
1136
Aster Capital Management
United Arab Emirates
$277K -$167K -693 -38%
CFP
1137
Catalyst Financial Partners
Massachusetts
$277K +$8.43K +35 +3%
RWP
1138
Revolve Wealth Partners
New Jersey
$276K +$276K +1,146 New
ECM
1139
EagleClaw Capital Management
Massachusetts
$276K
MAM
1140
Mystic Asset Management
Rhode Island
$276K +$14.9K +62 +6%
KFGG
1141
Keystone Financial Group (Georgia)
Georgia
$275K +$275K +1,140 New
LFA
1142
Legacy Financial Advisors
Kentucky
$274K +$24.3K +101 +10%
AWA
1143
Aaron Wealth Advisors
Illinois
$272K +$40.7K +169 +18%
CPBTD
1144
Central Pacific Bank - Trust Division
Hawaii
$270K -$23.1K -96 -8%
JWA
1145
JFS Wealth Advisors
Pennsylvania
$270K
MSA
1146
Marino Stram & Associates
Massachusetts
$269K +$13.7K +57 +5%
CI Investments Inc
1147
CI Investments Inc
Ontario, Canada
$269K -$1.21M -5,010 -82%
CAGAS
1148
Capital Advisory Group Advisory Services
Minnesota
$269K -$3.85K -16 -1%
SDH
1149
Sloy Dahl & Holst
Washington
$268K
FMII
1150
Farmers & Merchants Investments Inc
Nebraska
$267K