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Travelers Companies
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Overview Fund Activity

1,127 hedge funds and large institutions have $31.9B invested in Travelers Companies in 2019 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 364 increasing their positions, 425 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+20
Holders Change %
+1.81%
% of All Funds
24.52%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.28%
New
109
Increased
364
Reduced
425
Closed
68
Calls
$167M
Puts
$130M
Net Calls
+$37.7M
Net Calls Change
-$8.31M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$348M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$215M
3
APG Asset Management
APG Asset Management
Netherlands
+$108M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$61.1M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$54.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$136M
2
BlackRock
BlackRock
New York
-$112M
3
Primecap Management
Primecap Management
California
-$54.8M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$50.1M
5
N
Natixis
France
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UAS
601
United Asset Strategies
New York
$781K +$5.98K +40 +0.8%
IAMOG
602
Investors Asset Management of Georgia
Georgia
$779K -$4.04K -27 -0.5%
MRCM
603
M&R Capital Management
New Jersey
$779K – – –
MCWS
604
McKinley Carter Wealth Services
West Virginia
$779K +$3.59K +24 +0.5%
EWM
605
Evermay Wealth Management
Virginia
$777K -$94.9K -635 -11%
BIAS
606
Beacon Investment Advisory Services
New Jersey
$768K +$81.7K +546 +12%
GIA
607
Guyasuta Investment Advisors
Pennsylvania
$764K – – –
ZCA
608
Zeke Capital Advisors
Pennsylvania
$762K +$1.94K +13 +0.3%
AF
609
Advisornet Financial
Minnesota
$759K +$5.09K +34 +0.7%
FBFS
610
First Business Financial Services
Wisconsin
$757K -$5.08K -34 -0.7%
IRF
611
IBM Retirement Fund
New York
$755K +$5.09K +34 +0.7%
BIM
612
Bridges Investment Management
Nebraska
$755K +$21.2K +142 +3%
HA
613
Harfst & Associates
Wyoming
$751K +$43.5K +291 +6%
CIBC World Market
614
CIBC World Market
Ontario, Canada
$744K -$493K -3,297 -40%
SWP
615
Stratos Wealth Partners
Ohio
$734K +$1.49K +10 +0.2%
DLCIG
616
D.L. Carlson Investment Group
New Hampshire
$732K -$8.67K -58 -1%
CT
617
Cambridge Trust
Massachusetts
$724K -$21.7K -145 -3%
SA
618
SL Advisors
New Jersey
$720K -$897 -6 -0.1%
WS
619
Wedbush Securities
California
$717K +$24.2K +162 +3%
AIP
620
Ameritas Investment Partners
Nebraska
$716K -$22.8K -153 -3%
BBA
621
BLB&B Advisors
Pennsylvania
$716K +$10.5K +70 +1%
Fiera Capital (Canada)
622
Fiera Capital (Canada)
Quebec, Canada
$714K – – –
EFS
623
Essex Financial Services
Connecticut
$708K -$13.7K -92 -2%
Impax Asset Management Group
624
Impax Asset Management Group
United Kingdom
$705K +$66.4K +444 +10%
QI
625
Qtron Investments
Massachusetts
$677K +$368K +2,459 +119%
23 24
25
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