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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
+$210M
2
BG
Bahl & Gaynor
Ohio
+$119M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$115M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$104M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$64.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$356M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$282M
3
Capital International Investors
Capital International Investors
California
-$204M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$203M
5
State Street
State Street
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
401
Forvis Mazars Wealth Advisors
Missouri
$2.44M +$60.7K +354 +3%
AWS
402
Atria Wealth Solutions
New York
$2.43M +$32.6K +190 +1%
LOIM
403
Liberty One Investment Management
Illinois
$2.42M +$159K +926 +7%
NA
404
NewEdge Advisors
Louisiana
$2.39M -$5.01K -29 -0.2%
PA
405
Pinnacle Associates
New York
$2.38M +$149K +868 +7%
RPC
406
Rossmore Private Capital
Connecticut
$2.34M -$92.2K -538 -4%
ATC
407
Argent Trust Co
Tennessee
$2.34M +$81.8K +477 +4%
MCM
408
MAI Capital Management
Ohio
$2.34M -$58.4K -341 -2%
Barrow, Hanley, Mewhinney & Strauss
409
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.34M +$26.2K +153 +1%
PFP
410
Pinnacle Financial Partners
Tennessee
$2.33M +$78.8K +460 +3%
AIM
411
Acropolis Investment Management
Missouri
$2.32M +$8.74K +51 +0.4%
Rockefeller Capital Management
412
Rockefeller Capital Management
New York
$2.31M -$7.64M -44,579 -77%
AAS
413
Avantax Advisory Services
Texas
$2.31M -$184K -1,074 -7%
HF
414
HRT Financial
New York
$2.29M +$2.29M +13,365 New
ERIC
415
Eagle Rock Investment Company
Georgia
$2.29M +$29.3K +171 +1%
SSA
416
Schonfeld Strategic Advisors
New York
$2.25M +$2.25M +13,114 New
AT
417
Arden Trust
Delaware
$2.24M -$376K -2,194 -14%
SP
418
Symmetry Partners
Connecticut
$2.24M +$352K +2,052 +19%
CNBT
419
Canandaigua National Bank & Trust
New York
$2.24M +$2.24M +13,063 New
SC
420
Shay Capital
New York
$2.23M +$2.23M +13,000 New
Thrivent Financial for Lutherans
421
Thrivent Financial for Lutherans
Minnesota
$2.22M -$30.5K -178 -1%
CF
422
Cantor Fitzgerald
New York
$2.22M -$284K -1,659 -11%
WG
423
Winton Group
United Kingdom
$2.16M -$999K -5,829 -32%
Walleye Capital
424
Walleye Capital
New York
$2.15M +$2.15M +12,519 New
ACIM
425
Azimuth Capital Investment Management
Michigan
$2.13M -$103K -600 -5%
15 16
17
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