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Travelers Companies
TRV

Overview Fund Activity

1,116 hedge funds and large institutions have $29.5B invested in Travelers Companies in 2020 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 306 increasing their positions, 423 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+102
Holders Change %
+10.06%
% of All Funds
19.8%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.14%
New
192
Increased
306
Reduced
423
Closed
72
Calls
$105M
Puts
$103M
Net Calls
+$2.54M
Net Calls Change
-$52.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$387M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
3
ClearBridge Investments
ClearBridge Investments
New York
+$83.9M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$71.2M
5
Capital International Investors
Capital International Investors
California
+$64.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$92.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$74M
3
Norges Bank
Norges Bank
Norway
-$73.9M
4
Millennium Management
Millennium Management
New York
-$59.7M
5
State Street
State Street
Massachusetts
-$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
701
Quadrant Capital Group
Ohio
$370K -$25.2K -180 -6%
OIA
702
OneDigital Investment Advisors
Kansas
$369K +$421 +3 +0.1%
EF
703
Empirical Finance
Pennsylvania
$367K +$63.6K +453 +21%
BIAS
704
Beacon Investment Advisory Services
New Jersey
$365K -$40.3K -287 -10%
TWM
705
Tradition Wealth Management
Minnesota
$365K +$365K +2,603 New
M1FG
706
Mach-1 Financial Group
Arkansas
$363K +$363K +2,587 New
KFA
707
Krane Funds Advisors
New York
$363K +$363K +2,589 New
DCM
708
Donaldson Capital Management
Indiana
$362K +$421 +3 +0.1%
LNC
709
Lincoln National Corp
Pennsylvania
$361K -$10.6K -76 -3%
O
710
Ossiam
France
$358K +$64.2K +457 +22%
FMT
711
First Mercantile Trust
Tennessee
$357K +$140 +1 +0%
OQS
712
Occudo Quantitative Strategies
Florida
$357K +$357K +2,545 New
PCM
713
Penserra Capital Management
California
$355K +$46.6K +333 +15%
BCMO
714
Buckingham Capital Management (Ohio)
Ohio
$355K +$355K +2,526 New
MWM
715
Modera Wealth Management
New Jersey
$355K +$355K +2,530 New
ECG
716
Edge Capital Group
Georgia
$354K -$341K -2,432 -49%
OAM
717
Oberweis Asset Management
Illinois
$349K +$421 +3 +0.1%
PHK
718
Point72 Hong Kong
Hong Kong
$349K +$349K +2,486 New
CPO
719
Cerity Partners OCIO
New York
$348K -$11.6K -83 -3%
WSFS
720
Wilmington Savings Fund Society
Delaware
$348K – – –
DWM
721
Doyle Wealth Management
Florida
$347K +$29.8K +212 +9%
PWMAG
722
Pinnacle Wealth Management Advisory Group
New Jersey
$345K -$28K -200 -8%
WWM
723
Windsor Wealth Management
Indiana
$342K -$703 -5 -0.2%
RWA
724
River Wealth Advisors
Pennsylvania
$340K -$28.1K -200 -8%
MLL
725
Moody Lynn & Lieberson
Massachusetts
$340K – – –
27 28
29
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