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Travelers Companies
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Overview Fund Activity

1,252 hedge funds and large institutions have $32.2B invested in Travelers Companies in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 397 increasing their positions, 489 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-37
Holders Change %
-2.87%
% of All Funds
20.04%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
111
Increased
397
Reduced
489
Closed
117
Calls
$166M
Puts
$159M
Net Calls
+$6.65M
Net Calls Change
+$59.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$489M
2
BG
2
Bahl & Gaynor
Ohio
$120M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.38B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$989M
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$64.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.26B
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$0
3
Capital International Investors
3
Capital International Investors
California
$377M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.14B
5
State Street
5
State Street
Massachusetts
$2.71B
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
226
Shorepoint Capital Partners
Massachusetts
$7.86M -$155K -906 -2%
PI
227
PGGM Investments
Netherlands
$7.83M -$937K -5,467 -11%
SOADOR
228
State of Alaska Department of Revenue
Alaska
$7.75M -$153K -890 -2%
PCC
229
Park Circle Company
Maryland
$7.68M -$141K -825 -2%
YCM
230
Yousif Capital Management
Michigan
$7.67M -$548K -3,199 -7%
NEI
231
Northwest & Ethical Investments
Ontario, Canada
$7.66M -$3.84M -22,413 -33%
OPERF
232
Oregon Public Employees Retirement Fund
Oregon
$7.6M -$10.8K -63 -0.1%
GIP
233
Greatmark Investment Partners
Georgia
$7.58M -$136K -796 -2%
CWM
234
CIBC World Markets
New York
$7.52M -$5.76M -33,623 -43%
GIM
235
Goelzer Investment Management
Indiana
$7.46M +$752K +4,387 +11%
TF
236
TIAA FSB
Florida
$7.46M -$287K -1,674 -4%
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$7.43M +$416K +2,429 +6%
II
238
IFM Investors
Australia
$7.35M -$31.9K -186 -0.4%
Skandinaviska Enskilda Banken (SEB)
239
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.22M -$21.4K -125 -0.3%
URS
240
Utah Retirement Systems
Utah
$7.15M +$17.1K +100 +0.2%
GFG
241
Greystone Financial Group
Michigan
$7.1M -$618K -3,605 -8%
LG
242
Leuthold Group
Minnesota
$7.09M -$145K -845 -2%
BCWM
243
Bartlett & Co Wealth Management
Ohio
$6.99M -$214K -1,250 -3%
BC
244
Bartlett & Co
Ohio
$6.99M -$214K -1,250 -3%
HFS
245
Hantz Financial Services
Michigan
$6.96M +$70.8K +413 +1%
PWM
246
Perigon Wealth Management
California
$6.94M +$42.5K +248 +0.6%
BFS
247
Bradley Foster & Sargent
Connecticut
$6.94M -$42K -245 -0.6%
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$6.93M +$241K +613 +4%
PKC
249
Palmer Knight Company
Florida
$6.82M +$343K +2,000 +5%
COPPSERS
250
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.72M -$74.7K -436 -1%
8 9
10
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