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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 %
FMTCOCP
426
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.13M +$72.2K +421 +4%
CC
427
Centiva Capital
New York
$2.12M +$1.3M +7,584 +158%
TPCW
428
TD Private Client Wealth
New York
$2.12M +$73.2K +427 +4%
IWP
429
Icon Wealth Partners
Texas
$2.11M +$2.11M +12,321 New
ASN
430
Advisory Services Network
Georgia
$2.11M -$21.4K -125 -1%
CWM
431
Compass Wealth Management
Connecticut
$2.09M -$77.1K -450 -4%
BRWA
432
B. Riley Wealth Advisors
Florida
$2.09M +$109K +636 +5%
DFA
433
Delta Financial Advisors
Louisiana
$2.09M -$20.2K -118 -1%
CIC
434
Carnegie Investment Counsel
Ohio
$2.09M +$306K +1,786 +17%
HI
435
Horizon Investments
North Carolina
$2.06M -$695K -4,052 -25%
MYAM
436
Meiji Yasuda Asset Management
Japan
$2.06M -$1.49M -8,680 -42%
SPC
437
Sigma Planning Corp
Michigan
$2M -$113K -658 -5%
EF
438
Exeter Financial
Arizona
$1.97M -$63.5K -368 -3%
TC
439
TownSquare Capital
Utah
$1.96M -$82.1K -479 -4%
PH
440
Pinnacle Holdings
Oklahoma
$1.95M -$5.31K -31 -0.3%
V
441
Veritable
Delaware
$1.94M -$278K -1,620 -13%
LA
442
LBP AM
France
$1.91M -$88.6K -517 -4%
WPC
443
White Pine Capital
Minnesota
$1.89M -$68.7K -401 -4%
NPT
444
Nixon Peabody Trust
Massachusetts
$1.88M +$348K +2,031 +23%
TCM
445
Twin Capital Management
Pennsylvania
$1.87M -$293K -1,707 -14%
NMERB
446
New Mexico Educational Retirement Board
New Mexico
$1.87M -$51.4K -300 -3%
BCM
447
BlueCrest Capital Management
Jersey
$1.85M +$1.85M +10,820 New
LNWWM
448
Laird Norton Wetherby Wealth Management
California
$1.85M +$81.4K +475 +5%
DADC
449
D.A. Davidson & Co
Montana
$1.85M -$70.8K -413 -4%
KA
450
Kintegral Advisory
New York
$1.85M -$99.1K -578 -5%
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