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Travelers Companies
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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 %
S
501
Seeyond
France
$787K -$192K -1,679 -20%
Eagle Capital Management (New York)
502
Eagle Capital Management (New York)
New York
$787K – – –
IRF
503
IBM Retirement Fund
New York
$786K -$18.8K -165 -2%
RWA
504
Ropes Wealth Advisors
Massachusetts
$785K +$278K +2,440 +55%
BWP
505
BSW Wealth Partners
Colorado
$784K +$119K +1,042 +18%
HDIM
506
Hanson & Doremus Investment Management
Vermont
$776K -$119K -1,039 -13%
FFN
507
Focus Financial Network
Minnesota
$767K -$1.37K -12 -0.2%
AC
508
Allstate Corporation
Illinois
$753K -$421K -3,689 -36%
CB
509
Community Bank
New York
$753K +$179K +1,570 +31%
EWM
510
Elmwood Wealth Management
California
$750K -$30.1K -264 -4%
JDR
511
Jay D. Rosenbaum
$748K – – –
SC
512
Savant Capital
Illinois
$743K +$12.9K +113 +2%
BFA
513
Brendel Financial Advisors
New Hampshire
$733K – – –
CRC
514
Curi RMB Capital
Illinois
$726K -$56K -491 -7%
GT
515
Greenleaf Trust
Michigan
$725K +$130K +1,143 +22%
IFWM
516
Institute for Wealth Management
Colorado
$718K +$3.99K +35 +0.6%
FT
517
Fiduciary Trust
Massachusetts
$712K -$192K -1,684 -21%
KRSITF
518
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$709K -$183K -1,606 -21%
BRWA
519
B. Riley Wealth Advisors
Florida
$707K -$141K -1,239 -17%
PFP
520
Pinnacle Financial Partners
Tennessee
$693K +$6.62K +58 +1%
B
521
Bailard
California
$687K -$19.2K -168 -3%
SRAM
522
Stone Ridge Asset Management
New York
$685K -$344K -3,020 -33%
MOS
523
MGO One Seven
Ohio
$681K -$57.6K -505 -8%
RC
524
Roundview Capital
New Jersey
$680K -$199K -1,748 -23%
DWA
525
Douglass Winthrop Advisors
New York
$680K -$35.9K -315 -5%
19 20
21
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