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Travelers Companies
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Overview Fund Activity

1,116 hedge funds and large institutions have $29.5B invested in Travelers Companies in 2020 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 306 increasing their positions, 423 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+102
Holders Change %
+10.06%
% of All Funds
19.8%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.14%
New
192
Increased
306
Reduced
423
Closed
72
Calls
$105M
Puts
$103M
Net Calls
+$2.54M
Net Calls Change
-$52.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$387M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
3
ClearBridge Investments
ClearBridge Investments
New York
+$83.9M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$71.2M
5
Capital International Investors
Capital International Investors
California
+$64.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$92.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$74M
3
Norges Bank
Norges Bank
Norway
-$73.9M
4
Millennium Management
Millennium Management
New York
-$59.7M
5
State Street
State Street
Massachusetts
-$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
551
Fifth Third Bancorp
Ohio
$754K +$21.3K +152 +3%
IAMOG
552
Investors Asset Management of Georgia
Georgia
$746K -$7.02K -50 -0.9%
RWA
553
Ropes Wealth Advisors
Massachusetts
$729K -$156K -1,111 -18%
BRWA
554
B. Riley Wealth Advisors
Florida
$729K +$74.7K +532 +11%
HTC
555
Haverford Trust Company
Pennsylvania
$724K – – –
RIM
556
Regent Investment Management
Kentucky
$724K – – –
NA
557
NewEdge Advisors
Louisiana
$722K -$332K -2,368 -32%
GIA
558
Guyasuta Investment Advisors
Pennsylvania
$718K – – –
MPPW
559
Mitchell & Pahl Private Wealth
Oklahoma
$718K +$718K +5,113 New
BBNA
560
Bremer Bank National Association
Minnesota
$711K – – –
WG
561
Winton Group
United Kingdom
$710K +$226K +1,614 +47%
CAN
562
Cetera Advisor Networks
California
$704K -$84.2K -600 -11%
Cetera Investment Advisers
563
Cetera Investment Advisers
Illinois
$699K +$699K +4,978 New
EFS
564
Essex Financial Services
Connecticut
$695K +$50.1K +357 +8%
NFG
565
Next Financial Group
Texas
$694K +$108K +768 +18%
Schroder Investment Management Group
566
Schroder Investment Management Group
United Kingdom
$688K -$1.35M -9,620 -66%
BIM
567
Bridges Investment Management
Nebraska
$688K -$40.2K -286 -6%
FA
568
FMA Advisory
Pennsylvania
$686K -$6.31K -45 -0.9%
BI
569
Ballast Inc
Kentucky
$682K -$35.6K -254 -5%
SP
570
Symmetry Partners
Connecticut
$675K – – –
APWM
571
Atlas Private Wealth Management
New York
$672K -$94.6K -674 -12%
MOS
572
MGO One Seven
Ohio
$670K -$14.3K -102 -2%
Vontobel Holding
573
Vontobel Holding
Switzerland
$668K +$668K +4,567 New
MAP
574
Moody Aldrich Partners
Massachusetts
$660K – – –
VVP
575
Venture Visionary Partners
Ohio
$650K +$650K +4,631 New
21 22
23
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