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Travelers Companies
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Overview Fund Activity

1,028 hedge funds and large institutions have $23.9B invested in Travelers Companies in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 290 increasing their positions, 446 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
21.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
100
Increased
290
Reduced
446
Closed
101
Calls
$134M
Puts
$113M
Net Calls
+$21.1M
Net Calls Change
-$9.37M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$983M
2
NI
Nuance Investments
Missouri
+$77.7M
3
EVM
Eaton Vance Management
Massachusetts
+$74.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$55.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$36.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$89.5M
4
Boston Partners
Boston Partners
Massachusetts
-$79.1M
5
Invesco
Invesco
Georgia
-$73.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
651
Welch & Forbes
Massachusetts
$361K +$2.85K +25 +0.8%
PNC
652
Park National Corp
Ohio
$360K -$23.4K -205 -6%
BFO
653
Boston Family Office
Massachusetts
$359K -$68.4K -600 -16%
HAG
654
HighPoint Advisor Group
Illinois
$359K -$30.4K -270 -8%
NNP
655
Nachman Norwood & Parrott
South Carolina
$358K +$7.86K +69 +2%
GWS
656
Glassman Wealth Services
Virginia
$355K +$7.98K +70 +2%
YMRC
657
Yorktown Management & Research Company
Virginia
$354K +$354K +3,100 New
HB
658
Homrich & Berg
Georgia
$353K -$55.6K -487 -14%
LNB
659
Ledyard National Bank
$351K -$22.8K -200 -6%
PTC
660
Private Trust Company
Ohio
$351K -$4.15K -37 -1%
ET
661
Equitable Trust
Tennessee
$350K -$916K -8,030 -72%
AWM
662
Aries Wealth Management
Maine
$349K -$9.24K -81 -3%
CHAM
663
Clear Harbor Asset Management
Connecticut
$349K – – –
BWP
664
Baldwin Wealth Partners
Massachusetts
$348K -$27.9K -245 -7%
JIC
665
Joel Isaacson & Co
New York
$348K – – –
TNA
666
True North Advisors
Texas
$348K +$348K +3,054 New
APA
667
American Portfolios Advisors
New York
$347K +$3.88K +34 +1%
DLCIG
668
D.L. Carlson Investment Group
New Hampshire
$347K -$98.4K -863 -22%
S
669
SignatureFD
Georgia
$345K -$126K -1,109 -27%
WS
670
Wedbush Securities
California
$345K -$95.8K -841 -22%
WTB
671
Washington Trust Bank
Washington
$343K -$21.8K -191 -6%
HCA
672
Harbour Capital Advisors
Virginia
$343K – – –
MC
673
Moors & Cabot
Massachusetts
$341K -$64.5K -565 -16%
CBT
674
Capital Bank & Trust
California
$341K – – –
RMDI
675
R.M. Davis Inc
Maine
$340K -$9.01K -79 -3%
25 26
27
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