TRV icon

Travelers Companies

1,191 hedge funds and large institutions have $29.4B invested in Travelers Companies in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 412 increasing their positions, 435 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,191
Holders Change
-19
Holders Change %
-1.57%
% of All Funds
20.59%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
102
Increased
412
Reduced
435
Closed
111
Calls
$112M
Puts
$173M
Net Calls
-$61.5M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
1276
Prentice Wealth Management
New York
-$65K -383 Closed
COCM
1277
Charter Oak Capital Management
New Hampshire
-$60K -353 Closed
PFGIA
1278
Patriot Financial Group Insurance Agency
Massachusetts
-$47K -276 Closed
AIP
1279
Ahrens Investment Partners
Louisiana
-$44K -261 Closed
JFGIW
1280
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$42K -248 Closed
JIR
1281
James Investment Research
Ohio
-$33K -197 Closed
CWP
1282
Concord Wealth Partners
Virginia
-$33K -194 Closed
AW
1283
ACG Wealth
Georgia
-$25K -150 Closed
GWMIA
1284
Global Wealth Management Investment Advisory
Florida
-$24K -143 Closed
FBT
1285
First Bank & Trust
South Dakota
-$13K -75 Closed
NIC
1286
Northwest Investment Counselors
Oregon
-$10K -57 Closed
GKIM
1287
GW&K Investment Management
Massachusetts
-$9K -56 Closed
WOSD
1288
WFA of San Diego
California
-$9K -54 Closed
MBFW
1289
Morton Brown Family Wealth
Pennsylvania
-$8K -48 Closed
BHWM
1290
Beaird Harris Wealth Management
Texas
-$8K -45 Closed
KA
1291
Kozak & Associates
Colorado
-$7K -43 Closed
TWP
1292
TFO Wealth Partners
Ohio
-$6K -36 Closed
AS
1293
Altshuler Shaham
Israel
-$5K -29 Closed
TCWM
1294
Total Clarity Wealth Management
Illinois
-$4K -24 Closed