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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
20.82%
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 %
GJWM
1326
Gilliland Jeter Wealth Management
Arkansas
$32.9K +$32.9K +143 New
BFPW
1327
BOK Financial Private Wealth
Colorado
$32K
LWANC
1328
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.8K
WBC
1329
West Branch Capital
Massachusetts
$28.8K
LFG
1330
Larson Financial Group
Missouri
$28.6K -$46.1K -200 -62%
PPC
1331
Park Place Capital
Alabama
$27.4K +$2.99K +13 +12%
CMA
1332
Cedar Mountain Advisors
Oregon
$26.7K
WWM
1333
Wolff Wiese Magana
California
$26.5K -$460 -2 -2%
RAM
1334
Riggs Asset Management
Pennsylvania
$26.5K
CSWM
1335
Cassady Schiller Wealth Management
Ohio
$26.2K
FFO
1336
Fortitude Family Office
Arizona
$25.8K
CIR
1337
Clear Investment Research
Georgia
$25.4K
NECFA
1338
New England Capital Financial Advisors
Connecticut
$25.3K
LIA
1339
Luken Investment Analytics
Tennessee
$24.4K
ACA
1340
American Capital Advisory
Idaho
$24.3K
PA
1341
Pineridge Advisors
Missouri
$23K
TCG
1342
Transcendent Capital Group
Oklahoma
$23K
B
1343
Birchbrook
Maine
$23K
TAM
1344
Tucker Asset Management
Colorado
$23K
RA
1345
Rise Advisors
New York
$23K +$8.75K +38 +61%
PCMC
1346
Planning Capital Management Corporation
Pennsylvania
$22.6K +$2.76K +12 +14%
OA
1347
Operose Advisors
Wisconsin
$21.9K -$22.8K -99 -51%
WIA
1348
Wetzel Investment Advisors
Indiana
$21.3K +$1.68K +8 +9%
RTL
1349
Red Tortoise LLC
Georgia
$20.7K
FWM
1350
FSA Wealth Management
Massachusetts
$20.5K