TRV icon

Travelers Companies
TRV

Overview Fund Activity

1,215 hedge funds and large institutions have $31.1B invested in Travelers Companies in 2021 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 387 increasing their positions, 403 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+91
Holders Change %
+8.1%
% of All Funds
18.76%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
175
Increased
387
Reduced
403
Closed
64
Calls
$114M
Puts
$79.7M
Net Calls
+$34.1M
Net Calls Change
+$39.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$302M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$261M
3
Barclays
Barclays
United Kingdom
+$139M
4
EVM
Eaton Vance Management
Massachusetts
+$66.4M
5
Goldman Sachs
Goldman Sachs
New York
+$63.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$761M
2
Bank of America
Bank of America
North Carolina
-$187M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
-$151M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$108M
5
BlackRock
BlackRock
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
501
Ferguson Wellman Capital Management
Oregon
$1.16M -$3.6K -23 -0.3%
Verition Fund Management
502
Verition Fund Management
Connecticut
$1.15M +$1.15M +7,376 New
NA
503
NewEdge Advisors
Louisiana
$1.15M +$471K +3,013 +69%
AA
504
Argent Advisors
Louisiana
$1.15M -$11.4K -73 -1%
B
505
Bailard
California
$1.15M +$47.2K +302 +4%
FMBTD
506
First Midwest Bank Trust Division
Illinois
$1.13M -$15.6K -100 -1%
GWM
507
GSB Wealth Management
Connecticut
$1.12M +$1.12M +7,136 New
CWM
508
Connecticut Wealth Management
Connecticut
$1.11M +$782 +5 +0.1%
ATPW
509
Ashton Thomas Private Wealth
Arizona
$1.11M +$502K +3,208 +82%
GFA
510
Gifford Fong Associates
California
$1.1M – – –
SPC
511
Sigma Planning Corp
Michigan
$1.09M +$12K +77 +1%
EFS
512
Essex Financial Services
Connecticut
$1.08M +$269K +1,722 +33%
DMBA
513
Deseret Mutual Benefit Administrators
Utah
$1.08M -$214K -1,368 -17%
Eagle Capital Management (New York)
514
Eagle Capital Management (New York)
New York
$1.08M – – –
BF
515
BOK Financial
Oklahoma
$1.07M +$48.7K +311 +5%
VPIM
516
Vanguard Personalized Indexing Management
California
$1.07M +$347K +2,218 +48%
AAMC
517
Asset Allocation & Management Company
Illinois
$1.06M +$1.06M +6,768 New
MOS
518
MGO One Seven
Ohio
$1.06M +$334K +2,137 +46%
AUB
519
Atlantic Union Bankshares
Virginia
$1.06M -$78.2K -500 -7%
BTWM
520
Baker Tilly Wealth Management
Wisconsin
$1.05M +$81K +518 +8%
TIM
521
Tevis Investment Management
Texas
$1.05M +$1.05M +6,698 New
RMC
522
Resources Management Corp
Connecticut
$1.05M – – –
CAM
523
Cubic Asset Management
Massachusetts
$1.03M – – –
TAM
524
Tocqueville Asset Management
New York
$1.03M -$7.82K -50 -0.8%
VVP
525
Venture Visionary Partners
Ohio
$1.02M +$7.51K +48 +0.7%
19 20
21
22 23