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Travelers Companies
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Overview Fund Activity

1,127 hedge funds and large institutions have $31.9B invested in Travelers Companies in 2019 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 364 increasing their positions, 425 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+20
Holders Change %
+1.81%
% of All Funds
24.52%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.28%
New
109
Increased
364
Reduced
425
Closed
68
Calls
$167M
Puts
$130M
Net Calls
+$37.7M
Net Calls Change
-$8.31M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$348M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$215M
3
APG Asset Management
APG Asset Management
Netherlands
+$108M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$61.1M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$54.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$136M
2
BlackRock
BlackRock
New York
-$112M
3
Primecap Management
Primecap Management
California
-$54.8M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$50.1M
5
N
Natixis
France
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
726
Welch & Forbes
Massachusetts
$469K – – –
SVWAG
727
Sound View Wealth Advisors Group
Georgia
$462K +$462K +3,087 New
CIA
728
Capital Investment Advisors
Georgia
$461K +$461K +3,082 New
GWS
729
Glassman Wealth Services
Virginia
$459K +$17K +114 +4%
ERIM
730
Eagle Ridge Investment Management
Connecticut
$458K -$18.7K -125 -4%
FI
731
FormulaFolio Investments
Michigan
$458K -$13.4K -90 -3%
VWA
732
V Wealth Advisors
Kansas
$458K +$213K +1,430 +87%
RMDI
733
R.M. Davis Inc
Maine
$456K -$14.9K -100 -3%
SW
734
SVB Wealth
Massachusetts
$455K -$435K -2,908 -49%
WIC
735
Woodmont Investment Counsel
Tennessee
$454K +$22.4K +150 +5%
PMG
736
ProVise Management Group
Florida
$451K +$60.5K +405 +15%
CAM
737
Columbia Asset Management
Michigan
$450K – – –
FTC
738
Farmers Trust Company
Ohio
$448K -$76K -509 -15%
P
739
Pitcairn
Pennsylvania
$447K +$7.77K +52 +2%
MFG
740
Merit Financial Group
Georgia
$439K +$25.8K +173 +6%
BDF
741
Balasa Dinverno & Foltz
$436K -$1.35K -9 -0.3%
QCG
742
Quadrant Capital Group
Ohio
$433K +$49.2K +338 +13%
VFA
743
Valeo Financial Advisors
Indiana
$432K -$299 -2 -0.1%
JIC
744
Johnson Investment Counsel
Ohio
$429K -$123K -821 -22%
PWMAG
745
Pinnacle Wealth Management Advisory Group
New Jersey
$428K – – –
CCA
746
Checchi Capital Advisers
California
$425K -$1.2K -8 -0.3%
AP
747
Appleton Partners
Massachusetts
$425K +$22.4K +150 +6%
TFS
748
Thoroughbred Financial Services
Tennessee
$424K +$47.5K +318 +13%
OAM
749
Oberweis Asset Management
Illinois
$424K -$7.03K -47 -2%
LOAME
750
Lombard Odier Asset Management (Europe)
United Kingdom
$423K – – –
28 29
30
31 32