TRV icon

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 %
TAM
1176
Tucker Asset Management
Colorado
$16.3K
HL
1177
HeadInvest LLC
Maine
$16.2K +$16.2K +100 New
CWP
1178
Concord Wealth Partners
Virginia
$15K +$8.66K +53 +136%
CCP
1179
Carmel Capital Partners
California
$14.9K +$14.9K +91 New
DFA
1180
DHJJ Financial Advisors
Illinois
$14.7K +$14.7K +90 New
RTC
1181
Riverview Trust Company
Washington
$13.4K
GKIM
1182
GW&K Investment Management
Massachusetts
$12K -$2.67K -16 -18%
SWA
1183
SOA Wealth Advisors
New York
$12K +$164 +1 +1%
MTIC
1184
Missouri Trust & Investment Company
Missouri
$11.9K
BCM
1185
Birch Capital Management
Texas
$11.6K
FDCC
1186
Foster Dykema Cabot & Co
Massachusetts
$11K
MWM
1187
Mascoma Wealth Management
New Hampshire
$10.9K
AWM
1188
Abound Wealth Management
Tennessee
$10.9K +$4.57K +28 +72%
AFG
1189
Albion Financial Group
Utah
$10.8K
RA
1190
Rise Advisors
New York
$10.1K
SFCL
1191
Strengthening Families & Communities LLC
Massachusetts
$10K +$5.87K +37 +142%
NSIM
1192
North Star Investment Management
Illinois
$9.96K
RTL
1193
Red Tortoise LLC
Georgia
$9.84K +$1.81K +11 +22%
OAJ
1194
Ogorek Anthony Joseph
New York
$9K
FMP
1195
Financial Management Professionals
Texas
$9K +$316 +2 +4%
CAL
1196
Capital Analysts LLC
Pennsylvania
$9K +$4.74K +30 +111%
TJHA
1197
Thomas J. Herzfeld Advisors
Florida
$8.82K
SIS
1198
Sound Income Strategies
Florida
$8.33K -$3.59K -22 -30%
VCM
1199
Versant Capital Management
Arizona
$8.17K -$4.08K -25 -33%
MHR
1200
Matthew Hamilton Rosenberg
$8.17K