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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 %
HVM
601
Harvest Volatility Management
Connecticut
$873K -$24.3K -142 -3%
MFG
602
Merit Financial Group
Georgia
$871K -$2.4K -14 -0.3%
SW
603
SVB Wealth
Massachusetts
$867K -$10.6K -62 -1%
CTC
604
Central Trust Company
Missouri
$864K +$39.8K +232 +5%
BOH
605
Bank of Hawaii
Hawaii
$860K -$35K -204 -4%
HDIM
606
Hanson & Doremus Investment Management
Vermont
$856K -$164K -955 -16%
BP
607
Ballentine Partners
Massachusetts
$850K +$133K +777 +19%
AIMCA
608
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$840K -$1.96M -11,432 -70%
AWM
609
AE Wealth Management
Kansas
$840K -$341K -1,987 -29%
LNC
610
Lincoln National Corp
Pennsylvania
$832K -$77K -449 -8%
CIM
611
Cambria Investment Management
California
$825K -$654K -3,818 -44%
DA
612
DCM Advisors
New York
$825K -$2.06K -12 -0.2%
VEA
613
Virtus ETF Advisers
New York
$816K +$65.5K +382 +9%
BB
614
Busey Bank
Illinois
$814K +$29.7K +173 +4%
SCA
615
Snowden Capital Advisors
New York
$809K +$393K +2,295 +95%
FNBT
616
FineMark National Bank & Trust
Florida
$800K +$42K +245 +6%
BSW
617
Buckingham Strategic Wealth
Missouri
$795K – – –
SYBT
618
Stock Yards Bank & Trust
Kentucky
$787K +$23.8K +139 +3%
PI
619
PineBridge Investments
New York
$786K +$688K +4,013 +699%
CG
620
Caprock Group
Idaho
$775K +$775K +4,523 New
IAMOG
621
Investors Asset Management of Georgia
Georgia
$773K – – –
AAM
622
Advisors Asset Management
Colorado
$773K +$624K +3,638 +418%
VHAM
623
Van Hulzen Asset Management
California
$770K +$171 +1 +0%
JAG
624
Journey Advisory Group
Kentucky
$765K -$96.8K -565 -11%
PG
625
Prostatis Group
Maryland
$764K -$4.46K -26 -0.6%
23 24
25
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