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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 %
IMOV
526
Investment Management of Virginia
Virginia
$1.37M +$9.26K +54 +0.7%
Cetera Investment Advisers
527
Cetera Investment Advisers
Illinois
$1.37M +$351K +2,050 +34%
CWA
528
Canvas Wealth Advisors
Kansas
$1.36M -$290K -1,607 -18%
IC
529
IEQ Capital
California
$1.35M +$140K +814 +12%
SLI
530
Sumitomo Life Insurance
Japan
$1.35M -$13.9K -81 -1%
SC
531
Savant Capital
Illinois
$1.33M -$15.3K -89 -1%
MNBTD
532
Moody National Bank Trust Division
Texas
$1.33M -$3.26K -19 -0.2%
GWM
533
GSB Wealth Management
Connecticut
$1.33M +$27.3K +159 +2%
SWS
534
SYSTM Wealth Solutions
Illinois
$1.3M -$1.06M -6,190 -45%
E
535
Ergoteles
New York
$1.28M -$9.19M -53,594 -88%
TIM
536
Tevis Investment Management
Texas
$1.28M +$16.3K +95 +1%
FLPIM
537
F.L. Putnam Investment Management
Massachusetts
$1.27M -$1.95M -11,402 -61%
MMPW
538
Mitchell McLeod Pugh & Williams
Alabama
$1.27M – – –
VIM
539
Vinva Investment Management
Australia
$1.25M +$1.25M +7,332 New
NAS
540
Nicolet Advisory Services
Wisconsin
$1.25M +$1.25M +7,281 New
NMIMC
541
Northwestern Mutual Investment Management Company
Wisconsin
$1.25M -$13.7K -80 -1%
PGFC
542
Peapack-Gladstone Financial Corp
New Jersey
$1.22M -$2.08M -12,151 -63%
PA
543
Profund Advisors
Maryland
$1.22M -$57.3K -334 -4%
GCA
544
Guardian Capital Advisors
Ontario, Canada
$1.22M -$46.1K -265 -4%
VVP
545
Venture Visionary Partners
Ohio
$1.21M -$8.74K -51 -0.7%
SAM
546
Sawgrass Asset Management
Florida
$1.2M -$39.6K -231 -3%
GFA
547
Gifford Fong Associates
California
$1.2M – – –
DI
548
DAGCO Inc
Ohio
$1.2M -$8.23K -48 -0.7%
AUB
549
Atlantic Union Bankshares
Virginia
$1.19M +$25.7K +150 +2%
KPWS
550
Kestra Private Wealth Services
Texas
$1.19M +$493K +2,877 +71%
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