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Travelers Companies
TRV

Overview Fund Activity

1,028 hedge funds and large institutions have $23.9B invested in Travelers Companies in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 290 increasing their positions, 446 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
21.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
100
Increased
290
Reduced
446
Closed
101
Calls
$134M
Puts
$113M
Net Calls
+$21.1M
Net Calls Change
-$9.37M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$983M
2
NI
Nuance Investments
Missouri
+$77.7M
3
EVM
Eaton Vance Management
Massachusetts
+$74.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$55.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$36.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$89.5M
4
Boston Partners
Boston Partners
Massachusetts
-$79.1M
5
Invesco
Invesco
Georgia
-$73.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
451
Farmers & Merchants Investments Inc
Nebraska
$1.03M – – –
DAS
452
Dynamic Advisor Solutions
Arizona
$1.03M +$129K +1,131 +14%
CWP
453
Capital Wealth Planning
Florida
$1.03M -$115K -1,011 -10%
CBN
454
Cadence Bank NA
Texas
$1.02M +$18.8K +165 +2%
GCA
455
Guardian Capital Advisors
Ontario, Canada
$1.02M -$31.5K -375 -3%
MMPW
456
Mitchell McLeod Pugh & Williams
Alabama
$1.01M +$91.2K +800 +10%
NHC
457
Nicholas Hoffman & Company
Georgia
$1M -$39.5K -346 -4%
TRCT
458
Tower Research Capital (TRC)
New York
$995K -$2.37M -20,748 -70%
MML Investors Services
459
MML Investors Services
Massachusetts
$990K +$14.3K +125 +1%
CSS
460
Cubist Systematic Strategies
Connecticut
$988K -$134K -1,177 -12%
FFWA
461
FRG Family Wealth Advisors
Washington
$967K – – –
MA
462
Montag & Associates
Georgia
$963K – – –
LS
463
Livforsakringsbolaget Skandia
Sweden
$957K – – –
EF
464
Exeter Financial
Arizona
$954K -$4.67K -41 -0.5%
FMWA
465
Forvis Mazars Wealth Advisors
Missouri
$938K +$521K +4,566 +125%
CI
466
Cigna Investments
Connecticut
$937K +$114K +1,000 +14%
WCM
467
Weik Capital Management
Pennsylvania
$928K -$438K -3,840 -32%
CFG
468
Citizens Financial Group
Rhode Island
$921K -$12.7K -111 -1%
NA
469
NewEdge Advisors
Louisiana
$906K -$190K -1,667 -17%
SPC
470
Sigma Planning Corp
Michigan
$905K +$19.4K +170 +2%
IMOV
471
Investment Management of Virginia
Virginia
$904K +$73.5K +645 +9%
TCOV
472
Trust Company of Vermont
Vermont
$898K -$204K -1,788 -19%
NPP
473
New Potomac Partners
Maryland
$891K -$64.5K -565 -7%
LNWWM
474
Laird Norton Wetherby Wealth Management
California
$889K +$127K +1,113 +17%
WJWM
475
Williams Jones Wealth Management
New York
$884K – – –
17 18
19
20 21