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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 %
AA
501
Argent Advisors
Louisiana
$1.44M +$229K +1,514 +19%
NGA
502
Naples Global Advisors
Florida
$1.44M -$16.8K -98 -1%
JCM
503
Jacobi Capital Management
Pennsylvania
$1.44M +$43.4K +253 +3%
OQS
504
Occudo Quantitative Strategies
Florida
$1.44M -$1.82M -10,616 -56%
DGAM
505
Desjardins Global Asset Management
Quebec, Canada
$1.42M -$55.4K -323 -4%
FFWA
506
FRG Family Wealth Advisors
Washington
$1.42M -$34.3K -200 -2%
MYLI
507
Meiji Yasuda Life Insurance
Japan
$1.42M -$49.5K -289 -3%
LBC
508
Lowe Brockenbrough & Co
Virginia
$1.41M -$23.7K -138 -2%
KRSITF
509
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.41M -$48.4K -282 -3%
BMC
510
Benin Management Corp
Connecticut
$1.41M -$20.1K -117 -1%
ATPW
511
Ashton Thomas Private Wealth
Arizona
$1.4M -$545K -3,178 -28%
Bessemer Group
512
Bessemer Group
New Jersey
$1.4M -$74K -432 -5%
BAM
513
Blueshift Asset Management
New Jersey
$1.4M -$55.5K -324 -4%
NP
514
Nilsine Partners
Colorado
$1.4M +$1.4M +8,170 New
PA
515
Parallel Advisors
California
$1.4M +$17K +99 +1%
EFS
516
Essex Financial Services
Connecticut
$1.4M -$910K -5,308 -39%
Caisse de Depot et Placement du Quebec (CDPQ)
517
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.4M -$24.3M -141,792 -95%
AA
518
Ancora Advisors
Ohio
$1.4M +$7.2K +42 +0.5%
ACM
519
Academy Capital Management
Texas
$1.39M – – –
FWP
520
FAS Wealth Partners
Kansas
$1.39M -$14.2K -83 -1%
MCAI
521
Members Capital Advisors Inc
Wisconsin
$1.39M – – –
CWP
522
Capital Wealth Planning
Florida
$1.38M +$514 +3 +0%
MOS
523
MGO One Seven
Ohio
$1.38M +$68.2K +398 +5%
CG
524
Colony Group
Massachusetts
$1.37M -$345K -2,011 -20%
PS
525
Pensionfund Sabic
Netherlands
$1.37M – – –
19 20
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