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Travelers Companies

1,247 hedge funds and large institutions have $30.4B invested in Travelers Companies in 2023 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 442 increasing their positions, 478 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
-27
Holders Change %
-2.12%
% of All Funds
19.88%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
102
Increased
442
Reduced
478
Closed
110
Calls
$108M
Puts
$127M
Net Calls
-$19M
Net Calls Change
-$49.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
1151
Pathway Financial Advisers
Indiana
$24.7K +$24.7K +151 New
WSCM
1152
Wellington Shields Capital Management
New York
$24.5K
NA
1153
Nordwand Advisors
Pennsylvania
$24.5K
FIM
1154
FWL Investment Management
Texas
$24.5K +$24.5K +150 New
DSC
1155
Duncker Streett & Co
Missouri
$24.4K -$40.7K -249 -63%
DIP
1156
DT Investment Partners
Pennsylvania
$23.5K
TC
1157
Trust Company
Kansas
$23.5K
SWA
1158
Sutton Wealth Advisors
Florida
$23K +$2.12K +13 +10%
BFPW
1159
BOK Financial Private Wealth
Colorado
$22.7K
LWANC
1160
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.5K
MA
1161
MCF Advisors
Kentucky
$21.4K +$163 +1 +0.8%
WBC
1162
West Branch Capital
Massachusetts
$20.4K
GWMIA
1163
Global Wealth Management Investment Advisory
Florida
$19.6K
WWM
1164
Wolff Wiese Magana
California
$19.1K
CMA
1165
Cedar Mountain Advisors
Oregon
$18.9K -$11.3K -69 -37%
RAM
1166
Riggs Asset Management
Pennsylvania
$18.8K
LF
1167
Lee Financial
Texas
$18.6K
CSWM
1168
Cassady Schiller Wealth Management
Ohio
$18.6K
MCM
1169
Magnolia Capital Management
New York
$18K
BAAM
1170
Baker Avenue Asset Management
California
$17.8K -$1.8K -11 -9%
TFA
1171
Toth Financial Advisory
Virginia
$17.6K +$1.31K +8 +8%
VWM
1172
Venturi Wealth Management
Texas
$17.5K +$817 +5 +5%
LIA
1173
Luken Investment Analytics
Tennessee
$17.3K
BCMLT
1174
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.2K
PPC
1175
Park Place Capital
Alabama
$16.8K -$2.12K -13 -11%