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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 %
DC
651
Davenport & Co
Virginia
$674K -$1.77M -10,327 -72%
BFA
652
Beaumont Financial Advisors
Massachusetts
$673K +$6.34K +37 +1%
BOS
653
Bank of Stockton
California
$670K -$12.9K -75 -2%
TL
654
Tradewinds LLC
North Carolina
$660K +$660K +3,853 New
HCA
655
Harbor Capital Advisors
Illinois
$657K +$657K +3,835 New
LC
656
Lindbrook Capital
California
$655K +$10.1K +59 +2%
QCG
657
Quadrant Capital Group
Ohio
$654K +$86K +502 +15%
ST
658
Smithfield Trust
Pennsylvania
$654K – – –
LOAMS
659
Lombard Odier Asset Management (Switzerland)
Switzerland
$648K +$163K +950 +34%
T
660
TOBAM
France
$646K +$138K +807 +27%
HNW
661
High Note Wealth
Minnesota
$644K +$1.73K +10 +0.3%
TMAM
662
Tokio Marine Asset Management
Japan
$644K +$58.3K +340 +10%
BHPW
663
Beverly Hills Private Wealth
California
$644K +$280K +1,631 +77%
KCM
664
Kanawha Capital Management
Virginia
$643K -$5.14K -30 -0.8%
DT
665
Diversified Trust
Tennessee
$639K -$16.6K -97 -3%
SFO
666
Stokes Family Office
Louisiana
$638K -$51.1K -298 -7%
GT
667
Glenview Trust
Kentucky
$636K – – –
CF
668
Copperwynd Financial
Arizona
$630K -$4.46K -26 -0.7%
SEC
669
Seven Eight Capital
New York
$630K +$630K +3,673 New
TWM
670
Tradition Wealth Management
Minnesota
$627K +$117K +683 +23%
TCOT
671
Trust Company of Toledo
Ohio
$624K +$1.37K +8 +0.2%
PFS
672
Prospera Financial Services
Texas
$624K -$9.63K -56 -2%
LCM
673
LVM Capital Management
Michigan
$623K -$9.43K -55 -1%
VV
674
Verity & Verity
South Carolina
$620K -$429K -2,500 -41%
BA
675
Bridgewater Associates
Connecticut
$615K -$23.1M -134,938 -97%
25 26
27
28 29