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Travelers Companies
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Overview Fund Activity

1,274 hedge funds and large institutions have $32.4B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 457 increasing their positions, 454 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+22
Holders Change %
+1.76%
% of All Funds
20.09%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
122
Increased
457
Reduced
454
Closed
92
Calls
$125M
Puts
$94.5M
Net Calls
+$30.2M
Net Calls Change
+$23.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$177M
2
Barclays
Barclays
United Kingdom
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$96.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$92.4M
5
BG
Bahl & Gaynor
Ohio
+$52M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$379M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$318M
3
Capital International Investors
Capital International Investors
California
-$317M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$239M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$64.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
401
TownSquare Capital
Utah
$2.56M +$577K +3,320 +29%
IWP
402
Icon Wealth Partners
Texas
$2.55M +$410K +2,362 +19%
LOIM
403
Liberty One Investment Management
Illinois
$2.54M +$97.6K +562 +4%
KWM
404
Kingsview Wealth Management
Oregon
$2.53M +$2.05M +11,777 +419%
SIG
405
Stonegate Investment Group
Alabama
$2.52M -$51.4K -296 -2%
PP
406
Prudential plc
United Kingdom
$2.51M -$376K -2,166 -13%
Pacer Advisors
407
Pacer Advisors
Pennsylvania
$2.5M -$23.8K -137 -0.9%
PIM
408
Penobscot Investment Management
Massachusetts
$2.5M – – –
MCM
409
MAI Capital Management
Ohio
$2.49M +$116K +666 +5%
GAM
410
Gotham Asset Management
New York
$2.49M +$653K +3,759 +36%
LSERS
411
Louisiana State Employees Retirement System
Louisiana
$2.48M -$122K -700 -5%
AAS
412
Avantax Advisory Services
Texas
$2.48M +$139K +798 +6%
FC
413
FORA Capital
Florida
$2.4M -$587K -3,381 -20%
PFP
414
Pinnacle Financial Partners
Tennessee
$2.38M +$20K +115 +0.8%
BPC
415
Banque Pictet & Cie
Switzerland
$2.37M +$2.37M +13,661 New
CIC
416
Carnegie Investment Counsel
Ohio
$2.37M +$258K +1,483 +12%
Barrow, Hanley, Mewhinney & Strauss
417
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.37M – – –
RPC
418
Rossmore Private Capital
Connecticut
$2.37M -$6.77K -39 -0.3%
TC
419
TwinBeech Capital
New York
$2.35M +$2.35M +13,527 New
AIM
420
Acropolis Investment Management
Missouri
$2.31M -$43.2K -249 -2%
GAMC
421
Garner Asset Management Corp
Texas
$2.29M -$746K -4,296 -25%
NWM
422
NEIRG Wealth Management
Massachusetts
$2.29M -$352K -2,027 -13%
NA
423
NewEdge Advisors
Louisiana
$2.28M -$125K -720 -5%
CC
424
Cipher Capital
New York
$2.26M +$2.26M +13,028 New
CNBT
425
Canandaigua National Bank & Trust
New York
$2.26M -$12.2K -70 -0.5%
15 16
17
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