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Travelers Companies
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Overview Fund Activity

1,210 hedge funds and large institutions have $32.8B invested in Travelers Companies in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 450 increasing their positions, 398 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
-55
Holders Change %
-4.35%
% of All Funds
20.46%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
92
Increased
450
Reduced
398
Closed
124
Calls
$124M
Puts
$145M
Net Calls
-$21M
Net Calls Change
+$71.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$219M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$195M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$106M
4
Invesco
Invesco
Georgia
+$70.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$62.7M

Top Sellers

1
State Street
State Street
Massachusetts
-$153M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$147M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$122M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$75.2M
5
Barclays
Barclays
United Kingdom
-$71.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
551
Elmwood Wealth Management
California
$1.02M -$18.6K -110 -2%
SIM
552
Studio Investment Management
Illinois
$1.01M – – –
ATPW
553
Ashton Thomas Private Wealth
Arizona
$1.01M +$46.5K +275 +5%
AAM
554
Aureus Asset Management
Massachusetts
$1M -$84.6K -500 -8%
AWM
555
AE Wealth Management
Kansas
$1M -$34.2K -202 -3%
RIM
556
Redpoint Investment Management
Australia
$988K – – –
BPM
557
Bowling Portfolio Management
Ohio
$988K +$988K +5,839 New
AIA
558
Alera Investment Advisors
Illinois
$985K -$175K -1,034 -15%
FFN
559
Focus Financial Network
Minnesota
$975K +$3.21K +19 +0.3%
TCM
560
Teza Capital Management
Illinois
$968K -$109K -645 -10%
WCM
561
Weik Capital Management
Pennsylvania
$968K – – –
PG
562
Pendal Group
Australia
$960K -$1.77M -10,441 -65%
MHS
563
M Holdings Securities
Oregon
$938K +$38.9K +230 +4%
FWP
564
FAS Wealth Partners
Kansas
$931K -$46K -272 -5%
DWA
565
Douglass Winthrop Advisors
New York
$927K – – –
RC
566
Roundview Capital
New Jersey
$927K +$26K +154 +3%
AIL
567
AGF Investments LLC
Ontario, Canada
$922K +$123K +728 +15%
BA
568
Bellwether Advisors
Nebraska
$916K +$916K +5,416 New
MA
569
MUFG Americas
New York
$911K -$283K -1,673 -24%
SSG
570
Summit Securities Group
New York
$911K +$860K +5,085 +1,695%
DA
571
DCM Advisors
New York
$906K +$99.6K +589 +12%
CA
572
Cetera Advisors
Colorado
$888K +$85K +503 +11%
FT
573
Fiduciary Trust
Massachusetts
$881K -$206K -1,220 -19%
CCP
574
Corient Capital Partners
California
$881K -$84.1K -497 -9%
WQ
575
Wealth Quarterback
New Jersey
$866K +$866K +5,118 New
21 22
23
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