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Travelers Companies
TRV

Overview Fund Activity

1,215 hedge funds and large institutions have $31.1B invested in Travelers Companies in 2021 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 387 increasing their positions, 403 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+91
Holders Change %
+8.1%
% of All Funds
18.76%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
175
Increased
387
Reduced
403
Closed
64
Calls
$114M
Puts
$79.7M
Net Calls
+$34.1M
Net Calls Change
+$39.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$302M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$261M
3
Barclays
Barclays
United Kingdom
+$139M
4
EVM
Eaton Vance Management
Massachusetts
+$66.4M
5
Goldman Sachs
Goldman Sachs
New York
+$63.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$761M
2
Bank of America
Bank of America
North Carolina
-$187M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
-$151M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$108M
5
BlackRock
BlackRock
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
701
Coastal Bridge Advisors
Connecticut
$480K +$159K +1,056 +50%
BWP
702
Baldwin Wealth Partners
Massachusetts
$478K – – –
HNW
703
High Note Wealth
Minnesota
$477K – – –
EFA
704
Evernest Financial Advisors
Indiana
$475K +$475K +2,215 New
TCMP
705
Thrive Capital Management (Pennsylvania)
Pennsylvania
$474K -$442K -2,828 -48%
FNBSF
706
First National Bank Sioux Falls
South Dakota
$474K +$474K +3,031 New
CCM
707
Carlson Capital Management
Minnesota
$472K +$32.2K +206 +7%
SFA
708
Sequoia Financial Advisors
Ohio
$472K +$472K +3,016 New
TI
709
Tidal Investments
Wisconsin
$469K +$91K +582 +24%
SI
710
Saxon Interests
Texas
$468K +$468K +2,867 New
CSB
711
City State Bank
Iowa
$467K +$467K +2,987 New
LNB
712
Ledyard National Bank
$463K -$11.4K -73 -2%
FCA
713
FinTrust Capital Advisors
South Carolina
$463K +$47.4K +303 +11%
DBT
714
Dubuque Bank & Trust
Iowa
$462K -$15.2K -97 -3%
BONH
715
Bank of New Hampshire
New Hampshire
$460K -$18.8K -120 -4%
ET
716
Equitable Trust
Tennessee
$460K – – –
MF
717
Magnetar Financial
Illinois
$458K +$458K +2,930 New
CHAM
718
Clear Harbor Asset Management
Connecticut
$457K -$61.8K -395 -12%
AWM
719
Aries Wealth Management
Maine
$457K – – –
LCM
720
Lewis Capital Management
California
$453K +$453K +2,899 New
WWM
721
Windsor Wealth Management
Indiana
$452K -$6.36K -40 -1%
MAG
722
Mayfair Advisory Group
Alabama
$450K -$16.8K -105 -4%
BBA
723
BLB&B Advisors
Pennsylvania
$446K -$51.5K -329 -10%
PWLP
724
Prio Wealth Limited Partnership
Massachusetts
$445K – – –
QCG
725
Quadrant Capital Group
Ohio
$444K -$63K -403 -12%
27 28
29
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