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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 %
VIA
351
Vident Investment Advisory
Georgia
$3.29M +$1.35M +7,880 +70%
AM
352
AGF Management
Ontario, Canada
$3.27M +$156K +911 +5%
RJT
353
Raymond James Trust
Florida
$3.25M +$195K +1,138 +6%
EMPI
354
Elo Mutual Pension Insurance
Finland
$3.21M +$58.4K +341 +2%
AC
355
Arjuna Capital
North Carolina
$3.18M +$105K +614 +3%
SI
356
Stephens Inc
Arkansas
$3.18M -$200K -1,168 -6%
LAM
357
L2 Asset Management
Massachusetts
$3.18M +$663K +3,869 +26%
MSRPS
358
Maryland State Retirement & Pension System
Maryland
$3.15M – – –
MIC
359
Meridian Investment Counsel
California
$3.15M – – –
MWM
360
Moran Wealth Management
Florida
$3.13M +$3.13M +18,282 New
KRS
361
Kentucky Retirement Systems
Kentucky
$3.13M -$66.2K -386 -2%
MMA
362
Miracle Mile Advisors
California
$3.03M -$238K -1,389 -7%
SC
363
Slow Capital
California
$3.03M +$778K +4,538 +35%
MCC
364
Money Concepts Capital
Florida
$3.01M -$458K -2,632 -13%
GAMC
365
Garner Asset Management Corp
Texas
$3M +$53.8K +314 +2%
Allspring Global Investments
366
Allspring Global Investments
North Carolina
$2.99M -$129K -751 -4%
FA
367
FDx Advisors
Illinois
$2.98M – – –
FC
368
FORA Capital
Florida
$2.95M +$480K +2,801 +19%
BPA
369
Beacon Pointe Advisors
California
$2.94M +$10.1K +59 +0.3%
ACL
370
Applied Capital LLC
Florida
$2.92M -$52.1K -304 -2%
OPCM
371
Osborne Partners Capital Management
California
$2.89M – – –
AI
372
Atria Investments
North Carolina
$2.88M +$287K +1,673 +11%
VCA
373
Verdence Capital Advisors
Maryland
$2.85M +$60K +350 +2%
PP
374
Prudential plc
United Kingdom
$2.85M +$156K +909 +6%
PWP
375
Principle Wealth Partners
Connecticut
$2.82M +$39.6K +231 +1%
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