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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 %
VDI
551
Vaughan David Investments
Illinois
$1.19M +$17.1K +100 +1%
OTPPB
552
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.18M -$470K -2,742 -28%
Eagle Capital Management (New York)
553
Eagle Capital Management (New York)
New York
$1.18M – – –
KI
554
Kula Investments
Illinois
$1.17M +$1.17M +6,807 New
EF
555
Empirical Finance
Pennsylvania
$1.17M +$49.9K +291 +4%
Tudor Investment Corp
556
Tudor Investment Corp
Connecticut
$1.14M +$1.14M +6,675 New
VI
557
Versor Investments
New York
$1.13M +$855K +4,988 +313%
S
558
SignatureFD
Georgia
$1.12M +$34.6K +202 +3%
FTDI
559
First Trust Direct Indexing
Massachusetts
$1.11M +$36.9K +215 +3%
DI
560
DFPG Investments
Utah
$1.11M +$617K +3,602 +124%
FFS
561
Founders Financial Securities
Maryland
$1.11M +$65.5K +382 +6%
BI
562
Ballast Inc
Kentucky
$1.1M +$22.8K +133 +2%
Impax Asset Management Group
563
Impax Asset Management Group
United Kingdom
$1.1M +$78.8K +460 +8%
SAM
564
Silvercrest Asset Management
New York
$1.1M -$63.6K -371 -5%
CAM
565
Cubic Asset Management
Massachusetts
$1.1M – – –
TA
566
Tectonic Advisors
Texas
$1.09M +$88.6K +517 +9%
NHC
567
Nicholas Hoffman & Company
Georgia
$1.07M -$356K -2,079 -25%
UCFA
568
United Capital Financial Advisors
Texas
$1.06M -$236K -1,377 -18%
BFS
569
Bard Financial Services
Connecticut
$1.06M – – –
IFWM
570
Institute for Wealth Management
Colorado
$1.05M -$6K -35 -0.6%
EWM
571
Elmwood Wealth Management
California
$1.05M -$3.6K -21 -0.3%
AI
572
AXS Investments
New York
$1.05M +$1.05M +6,117 New
TAM
573
Tocqueville Asset Management
New York
$1.04M +$17.1K +100 +2%
AT
574
Avalon Trust
New Mexico
$1.04M +$1.04M +6,050 New
NFA
575
Northern Financial Advisors
Michigan
$1.03M -$39.3K -229 -4%
21 22
23
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