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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 %
AWM
1151
Aprio Wealth Management
Georgia
$220K +$220K +954 New
CFSG
1152
Community Financial Services Group
Vermont
$219K +$219K +953 New
LCM
1153
Logan Capital Management
Pennsylvania
$219K
CAC
1154
Core Alternative Capital
Georgia
$218K +$43.7K +190 +25%
CFP
1155
Catalyst Financial Partners
Massachusetts
$218K +$218K +1,055 New
EI
1156
EDMP Inc
Florida
$217K +$217K +945 New
CC
1157
Callan Capital
California
$217K +$217K +944 New
PL
1158
Perpetual Ltd
Australia
$217K +$217K +944 New
BFA
1159
Brendel Financial Advisors
New Hampshire
$217K +$217K +944 New
MAM
1160
McLean Asset Management
Virginia
$217K +$217K +969 New
MAM
1161
Mystic Asset Management
Rhode Island
$217K +$217K +942 New
IF
1162
Ironwood Financial
Arizona
$216K +$216K +938 New
WSFS
1163
Wilmington Savings Fund Society
Delaware
$216K +$216K +937 New
FWM
1164
Focused Wealth Management
New York
$215K +$690 +3 +0.3%
PDM
1165
Penn Davis McFarland
Texas
$215K -$94.6K -411 -31%
MFS
1166
Madrona Financial Services
Washington
$214K +$214K +929 New
FFA
1167
Farther Finance Advisors
California
$213K +$34K +149 +19%
SRA
1168
Secured Retirement Advisors
Minnesota
$213K +$213K +926 New
LPAM
1169
Lodestar Private Asset Management
California
$213K +$213K +925 New
EBA
1170
Eagle Bay Advisors
New York
$212K -$50K -217 -19%
DJSG
1171
D.J. St. Germain
Massachusetts
$211K +$9.21K +40 +5%
HCMT
1172
Highland Capital Management (Tennessee)
Tennessee
$211K +$211K +915 New
OR
1173
Olympiad Research
Connecticut
$211K +$211K +915 New
HC
1174
Hamilton Capital
Ohio
$210K +$210K +914 New
ZIM
1175
Zacks Investment Management
Illinois
$210K +$210K +912 New