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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 %
KCM
651
Kanawha Capital Management
Virginia
$640K -$9.82K -58 -2%
OIA
652
OneDigital Investment Advisors
Kansas
$637K +$108K +640 +20%
PB
653
Pinnacle Bancorp
Nebraska
$635K -$8.46K -50 -1%
DMBA
654
Deseret Mutual Benefit Administrators
Utah
$629K -$191K -1,128 -23%
GT
655
Glenview Trust
Kentucky
$627K +$3.21K +19 +0.5%
JWBC
656
J.W. Burns & Co
New York
$620K -$12.5K -74 -2%
MAM
657
Meeder Asset Management
Ohio
$620K +$10.3K +61 +2%
TCOT
658
Trust Company of Toledo
Ohio
$615K – – –
CT
659
Cambridge Trust
Massachusetts
$614K +$5.08K +30 +0.8%
LCM
660
LVM Capital Management
Michigan
$610K – – –
MSU
661
Mizuho Securities USA
New York
$606K – – –
IWC
662
Integrated Wealth Concepts
Massachusetts
$605K -$12K -71 -2%
CCM
663
Coldstream Capital Management
Washington
$602K +$144K +851 +31%
MCC
664
Money Concepts Capital
Florida
$600K -$396K -2,317 -40%
BWAM
665
Boyd Watterson Asset Management
Ohio
$600K -$2.71K -16 -0.4%
BONST
666
Bank of Nova Scotia Trust
Ontario, Canada
$595K -$169 -1 -0%
FCA
667
FinTrust Capital Advisors
South Carolina
$594K +$111K +706 +23%
IPW
668
Inlet Private Wealth
Florida
$592K – – –
PFS
669
Prospera Financial Services
Texas
$584K -$16.8K -99 -3%
OA
670
Oak Associates
Ohio
$583K – – –
JIC
671
Joel Isaacson & Co
New York
$583K – – –
SDJVC
672
St. Denis J. Villere & Co
Louisiana
$580K – – –
AF
673
Allworth Financial
California
$578K +$4.9K +29 +0.9%
AF
674
Advisornet Financial
Minnesota
$572K -$143K -848 -20%
SA
675
Strategic Advisors
New York
$570K +$6.77K +40 +1%
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