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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.26B
2
First Eagle Investment Management
First Eagle Investment Management
New York
$0
3
Capital International Investors
Capital International Investors
California
$377M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.14B
5
State Street
State Street
Massachusetts
$2.71B
Name Holding Trade Value Shares
Change 		Shares
Change %
CNB
301
Czech National Bank
Czech Republic
$4.67M -$35.3K -206 -0.8%
KL
302
KWMG LLC
Kansas
$4.63M +$65K +379 +1%
BWM
303
BerganKDV Wealth Management
Minnesota
$4.56M +$210K +1,228 +5%
BFG
304
Berger Financial Group
Minnesota
$4.54M -$648K -3,783 -13%
VWM
305
Valley Wealth Managers
New Jersey
$4.53M -$93.2K -544 -2%
NB
306
Northwest Bancshares
Pennsylvania
$4.52M +$34.1K +199 +0.8%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$4.49M +$498K +2,908 +12%
UH
308
Unigestion Holding
Switzerland
$4.4M +$121K +706 +3%
NVIM
309
New Vernon Investment Management
Illinois
$4.39M – – –
KIA
310
KCM Investment Advisors
California
$4.35M +$89K +519 +2%
CAN
311
Cetera Advisor Networks
California
$4.31M +$701K +4,088 +19%
CB
312
Commerce Bank
Missouri
$4.27M +$38.7K +226 +0.9%
BMSSC
313
B. Metzler seel. Sohn & Co
Germany
$4.22M +$950K +5,545 +29%
HPC
314
HM Payson & Co
Maine
$4.21M -$61.5K -359 -1%
CCA
315
Catalyst Capital Advisors
New York
$4.17M -$300K -1,750 -7%
MFG
316
Monte Financial Group
Connecticut
$4.16M -$50.6K -295 -1%
BA
317
Bristlecone Advisors
Washington
$4.11M -$8.91K -52 -0.2%
PAG
318
Private Advisor Group
New Jersey
$4.11M -$433K -2,528 -10%
Fidelity International
319
Fidelity International
Bermuda
$4.06M -$258K -1,506 -6%
PAMG
320
Patton Albertson Miller Group
Tennessee
$3.99M +$98.6K +575 +3%
CCT
321
Chemung Canal Trust
New York
$3.98M -$3.84M -22,431 -49%
FM
322
Foster & Motley
Ohio
$3.97M -$29.5K -172 -0.7%
WorldQuant Millennium Advisors
323
WorldQuant Millennium Advisors
New York
$3.95M +$2.94M +17,126 +290%
RPI
324
Railway Pension Investments
United Kingdom
$3.91M +$2.28M +13,300 +140%
JWCA
325
J.W. Coons Advisors
Ohio
$3.87M – – –
11 12
13
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