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Travelers Companies

1,317 hedge funds and large institutions have $36.6B invested in Travelers Companies in 2023 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 436 increasing their positions, 459 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
+70
Holders Change %
+5.61%
% of All Funds
19.31%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
189
Increased
436
Reduced
459
Closed
102
Calls
$121M
Puts
$167M
Net Calls
-$46.3M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LF
1226
Lee Financial
Texas
$19.6K -$2.1K -11 -10%
SAM
1227
Smartleaf Asset Management
Massachusetts
$19.5K +$19.5K +103 New
TAM
1228
Tucker Asset Management
Colorado
$19K
TCG
1229
Transcendent Capital Group
Oklahoma
$19K +$19K +100 New
PA
1230
Pineridge Advisors
Missouri
$19K +$19K +100 New
B
1231
Birchbrook
Maine
$19K +$19K +100 New
WIA
1232
Wetzel Investment Advisors
Indiana
$18K +$18K +93 New
SFA
1233
Semmax Financial Advisors
North Carolina
$17.3K +$17.3K +80 New
DFA
1234
DHJJ Financial Advisors
Illinois
$17.1K
RTL
1235
Red Tortoise LLC
Georgia
$17.1K +$5.69K +30 +50%
FWM
1236
FSA Wealth Management
Massachusetts
$17K +$17K +89 New
PCMC
1237
Planning Capital Management Corporation
Pennsylvania
$16.4K +$16.4K +86 New
GKIM
1238
GW&K Investment Management
Massachusetts
$16K +$2.29K +12 +17%
MSG
1239
Main Street Group
Virginia
$15.5K +$15.5K +81 New
HGA
1240
Hobbs Group Advisors
South Carolina
$15K +$15K +79 New
MTIC
1241
Missouri Trust & Investment Company
Missouri
$14.9K +$952 +5 +7%
W
1242
WealthCollab
Washington
$14.7K +$14.7K +77 New
BCMLT
1243
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.6K -$1.64K -10 -10%
SWA
1244
SOA Wealth Advisors
New York
$13.8K -$191 -1 -1%
BCM
1245
Birch Capital Management
Texas
$13.5K
CTC
1246
Cetera Trust Company
Minnesota
$13K +$13K +68 New
MWM
1247
Mascoma Wealth Management
New Hampshire
$12.8K
FDCP
1248
Foster Dykema Cabot & Partners
Massachusetts
$12.6K +$12.6K +66 New
FMP
1249
Financial Management Professionals
Texas
$12K +$787 +4 +7%
Loomis, Sayles & Company
1250
Loomis, Sayles & Company
Massachusetts
$12K +$12K +63 New