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Travelers Companies
TRV

Overview Fund Activity

1,161 hedge funds and large institutions have $31.3B invested in Travelers Companies in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 379 increasing their positions, 411 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+45
Holders Change %
+4.03%
% of All Funds
20.44%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
130
Increased
379
Reduced
411
Closed
72
Calls
$95.3M
Puts
$77.1M
Net Calls
+$18.2M
Net Calls Change
+$15.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$220M
2
Capital International Investors
Capital International Investors
California
+$205M
3
State Street
State Street
Massachusetts
+$139M
4
CCM
Cullen Capital Management
New York
+$74.6M
5
BlackRock
BlackRock
New York
+$63.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$372M
2
NI
Nuance Investments
Missouri
-$134M
3
Bank of America
Bank of America
North Carolina
-$108M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$89.3M
5
SCCM
Schafer Cullen Capital Management
New York
-$72.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
726
Cambridge Trust
Massachusetts
$409K -$1.66K -11 -0.4%
CAM
727
Cozad Asset Management
Illinois
$404K +$404K +2,689 New
FNBOSM
728
First National Bank of South Miami
Florida
$402K -$1.2K -8 -0.3%
SC
729
Searle & Co
Connecticut
$402K – – –
TWM
730
Tradition Wealth Management
Minnesota
$401K +$9.48K +63 +2%
MAM
731
Meeder Asset Management
Ohio
$401K +$115K +762 +40%
WCM
732
Weld Capital Management
New York
$401K +$401K +2,664 New
CC
733
Courier Capital
New York
$399K +$150 +1 +0%
FRM
734
Foundation Resource Management
Arkansas
$396K -$130K -866 -25%
WWM
735
Windsor Wealth Management
Indiana
$394K +$28.4K +189 +8%
MW
736
Marcum Wealth
Ohio
$394K +$153K +1,015 +63%
WJWM
737
Williams Jones Wealth Management
New York
$392K -$13.1K -87 -3%
PAS
738
Park Avenue Securities
New York
$392K +$110K +729 +39%
BDF
739
Balasa Dinverno & Foltz
$389K +$30.2K +201 +8%
DCM
740
Donaldson Capital Management
Indiana
$388K +$301 +2 +0.1%
LWM
741
Loveless Wealth Management
Montana
$388K +$118K +785 +44%
FMT
742
First Mercantile Trust
Tennessee
$387K +$3.62K +24 +0.9%
BIAS
743
Beacon Investment Advisory Services
New Jersey
$386K -$5.72K -38 -1%
LNC
744
Lincoln National Corp
Pennsylvania
$386K -$1.81K -12 -0.5%
SBIA
745
Sheaff Brock Investment Advisors
Indiana
$381K +$30.2K +201 +9%
SIM
746
Sentry Investment Management
Wisconsin
$380K -$1.81M -12,073 -83%
ECG
747
Edge Capital Group
Georgia
$380K +$602 +4 +0.2%
SFO
748
Stokes Family Office
Louisiana
$380K +$163K +1,083 +75%
AssetMark Inc
749
AssetMark Inc
California
$377K +$13.9K +92 +4%
BCM
750
Brookstone Capital Management
Illinois
$373K +$149K +987 +66%
28 29
30
31 32