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Travelers Companies

1,274 hedge funds and large institutions have $32.4B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 457 increasing their positions, 454 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+22
Holders Change %
+1.76%
% of All Funds
20.09%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
122
Increased
457
Reduced
454
Closed
92
Calls
$125M
Puts
$94.5M
Net Calls
+$30.2M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
1201
Venturi Wealth Management
Texas
$17.7K
AS
1202
AM Squared
Hong Kong
$17.4K -$17.4K -100 -50%
LSA
1203
Lansing Street Advisors
Pennsylvania
$17.4K
TAM
1204
Tucker Asset Management
Colorado
$17.4K
WIM
1205
WealthPlan Investment Management
Nebraska
$17.4K
TFA
1206
Toth Financial Advisory
Virginia
$17.4K +$2.61K +15 +18%
BCMLT
1207
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.2K +$13.4K +77 +350%
GKIM
1208
GW&K Investment Management
Massachusetts
$15K +$15K +88 New
RTC
1209
Riverview Trust Company
Washington
$14.2K
CTA
1210
Colonial Trust Advisors
South Carolina
$13.7K
TF
1211
TimeScale Financial
Massachusetts
$13.4K
VCM
1212
Versant Capital Management
Arizona
$13K +$4.34K +25 +50%
FCAG
1213
First Capital Advisors Group
New Jersey
$12.9K +$12.9K +74 New
SIS
1214
Sound Income Strategies
Florida
$12.7K -$9.55K -55 -43%
MTIC
1215
Missouri Trust & Investment Company
Missouri
$12.7K +$12.7K +73 New
SWA
1216
SOA Wealth Advisors
New York
$12.5K -$3.31K -19 -21%
BCM
1217
Birch Capital Management
Texas
$12.3K -$12K -69 -49%
AFG
1218
Albion Financial Group
Utah
$11.5K
MWM
1219
Mascoma Wealth Management
New Hampshire
$11.2K -$176K -1,049 -94%
FDCC
1220
Foster Dykema Cabot & Co
Massachusetts
$11K
RA
1221
Rise Advisors
New York
$10.7K +$173 +1 +2%
NSIM
1222
North Star Investment Management
Illinois
$10.6K
NBT
1223
Northwest Bank & Trust
Iowa
$10.4K +$10.4K +60 New
OAJ
1224
Ogorek Anthony Joseph
New York
$10K
FMP
1225
Financial Management Professionals
Texas
$10K +$909 +5 +10%