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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 %
I
451
InceptionR
California
$1.84M +$1.84M +10,710 New
PCA
452
Peddock Capital Advisors
Massachusetts
$1.82M +$72K +420 +4%
GAM
453
Gotham Asset Management
New York
$1.81M +$982K +5,728 +119%
EWM
454
Evercore Wealth Management
New York
$1.79M -$1.89K -11 -0.1%
HWM
455
HB Wealth Management
Georgia
$1.79M +$27.3K +159 +2%
HCM
456
Horiko Capital Management
New York
$1.79M – – –
LBC
457
Lawrence B. Cohen
$1.78M +$40.5K +236 +2%
BCI
458
Brinker Capital Investments
Pennsylvania
$1.78M +$177K +1,031 +11%
OPS
459
Orion Portfolio Solutions
Nebraska
$1.78M +$1.78M +10,378 New
BTWM
460
Baker Tilly Wealth Management
Wisconsin
$1.77M +$49.5K +289 +3%
MGP
461
Metis Global Partners
California
$1.77M +$393K +2,294 +29%
MLICM
462
Metropolitan Life Insurance Company (MetLife)
New York
$1.77M -$500K -2,919 -22%
MA
463
Montag & Associates
Georgia
$1.76M – – –
PCM
464
Parsons Capital Management
Rhode Island
$1.75M – – –
DILIC
465
Dai-ichi Life Insurance Company
Japan
$1.74M -$1.2M -7,000 -41%
MF
466
Magnetar Financial
Illinois
$1.72M +$1.72M +10,022 New
SBH
467
Segall Bryant & Hamill
Illinois
$1.71M +$8.57K +50 +0.5%
AF
468
Arrow Financial
New York
$1.7M -$44.6K -260 -3%
EOJOAM
469
E. Ohman J:or Asset Management
Sweden
$1.7M -$85.7K -500 -5%
CSPIA
470
Cary Street Partners Investment Advisory
Virginia
$1.69M -$19.9K -116 -1%
EAM
471
Erste Asset Management
Austria
$1.69M +$205K +1,200 +14%
Fifth Third Bancorp
472
Fifth Third Bancorp
Ohio
$1.69M +$470K +2,740 +39%
BWP
473
BSW Wealth Partners
Colorado
$1.68M -$7.2K -42 -0.4%
WAS
474
Wesleyan Assurance Society
United Kingdom
$1.67M – – –
SG Americas Securities
475
SG Americas Securities
New York
$1.67M -$4.42M -25,775 -73%
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