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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 %
MW
701
Marcum Wealth
Ohio
$511K +$23.2K +137 +5%
LNC
702
Lincoln National Corp
Pennsylvania
$510K -$1.19M -7,058 -70%
APA
703
American Portfolios Advisors
New York
$510K +$11.7K +69 +2%
SW
704
SkyOak Wealth
Michigan
$509K – – –
PWMAG
705
Pinnacle Wealth Management Advisory Group
New Jersey
$507K +$51.8K +306 +11%
GIP
706
Granite Investment Partners
California
$507K +$507K +3,000 New
QCG
707
Quadrant Capital Group
Ohio
$506K +$4.39K +26 +0.9%
CCA
708
Checchi Capital Advisers
California
$501K -$140K -883 -22%
CHAM
709
Clear Harbor Asset Management
Connecticut
$500K +$500K +2,956 New
BONH
710
Bank of New Hampshire
New Hampshire
$499K -$2.03K -12 -0.4%
DBT
711
Dubuque Bank & Trust
Iowa
$499K – – –
SIA
712
Schechter Investment Advisors
Michigan
$499K +$175K +1,034 +54%
WPW
713
Waldron Private Wealth
Pennsylvania
$498K +$14K +83 +3%
PVH
714
Psagot Value Holdings
Israel
$497K -$127K -750 -20%
ET
715
Equitable Trust
Tennessee
$497K – – –
AWM
716
Aries Wealth Management
Maine
$494K +$494K +2,919 New
SIG
717
Sky Investment Group
Connecticut
$490K – – –
LCM
718
Lewis Capital Management
California
$490K – – –
SFS
719
Stiles Financial Services
Minnesota
$490K +$1.69K +10 +0.3%
APP
720
Alpha Paradigm Partners
Illinois
$486K +$450K +2,656 +1,235%
LNB
721
Ledyard National Bank
$483K -$3.89K -23 -0.8%
IC
722
Inscription Capital
Texas
$483K +$276K +1,633 +134%
PWLP
723
Prio Wealth Limited Partnership
Massachusetts
$482K – – –
KS
724
Karpas Strategies
Connecticut
$480K – – –
HWM
725
HighMark Wealth Management
Minnesota
$480K +$2.54K +15 +0.5%
27 28
29
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