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Travelers Companies
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Overview Fund Activity

1,210 hedge funds and large institutions have $32.8B invested in Travelers Companies in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 450 increasing their positions, 398 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
-55
Holders Change %
-4.35%
% of All Funds
20.46%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
92
Increased
450
Reduced
398
Closed
124
Calls
$124M
Puts
$145M
Net Calls
-$21M
Net Calls Change
+$71.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$219M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$195M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$106M
4
Invesco
Invesco
Georgia
+$70.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$62.7M

Top Sellers

1
State Street
State Street
Massachusetts
-$153M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$147M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$122M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$75.2M
5
Barclays
Barclays
United Kingdom
-$71.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
376
Veritable
Delaware
$2.72M +$97.6K +577 +4%
LC
377
Lincoln Capital
Nebraska
$2.7M +$169 +1 +0%
MA
378
Montag & Associates
Georgia
$2.69M -$595K -3,520 -18%
Walleye Trading
379
Walleye Trading
New York
$2.69M +$2.68M +15,877 +33,077%
SG
380
Somerset Group
Minnesota
$2.67M -$486K -2,872 -15%
PWP
381
Principle Wealth Partners
Connecticut
$2.65M -$60.9K -360 -2%
MFS
382
Mirabella Financial Services
United Kingdom
$2.64M +$2.23M +13,173 +536%
KAS
383
Kestra Advisory Services
Texas
$2.62M +$507K +2,996 +24%
MLM
384
Mount Lucas Management
Pennsylvania
$2.6M +$2.6M +15,394 New
CIC
385
Cornercap Investment Counsel
Georgia
$2.59M +$133K +784 +5%
PIM
386
Penobscot Investment Management
Massachusetts
$2.57M -$35.5K -210 -1%
CWA
387
Canvas Wealth Advisors
Kansas
$2.55M -$53.8K -318 -2%
OPPTF
388
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.54M +$745K +4,519 +42%
YWP
389
YorkBridge Wealth Partners
New York
$2.52M +$24.7K +146 +1%
AWS
390
Atria Wealth Solutions
New York
$2.51M +$455K +2,687 +22%
AP
391
Advisor Partners
California
$2.51M +$27.1K +160 +1%
BWA
392
BDO Wealth Advisors
Florida
$2.47M -$127K -748 -5%
WCM
393
Wunderlich Capital Managemnt
Tennessee
$2.45M -$9.13K -54 -0.4%
UA
394
Unison Advisors
District of Columbia
$2.45M +$11.3K +67 +0.5%
CA
395
CoreCap Advisors
Michigan
$2.45M +$1.31M +7,755 +115%
MLICM
396
Metropolitan Life Insurance Company (MetLife)
New York
$2.44M -$72.9K -431 -3%
FB
397
Fulton Bank
Pennsylvania
$2.43M -$40.8K -241 -2%
LSERS
398
Louisiana State Employees Retirement System
Louisiana
$2.41M – – –
BL
399
Balentine LLC
Georgia
$2.41M +$831K +4,913 +53%
FMWA
400
Forvis Mazars Wealth Advisors
Missouri
$2.4M +$43.6K +258 +2%
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