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Travelers Companies
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Overview Fund Activity

1,124 hedge funds and large institutions have $30.8B invested in Travelers Companies in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 404 increasing their positions, 366 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,124
Holders Change
+2
Holders Change %
+0.18%
% of All Funds
19.74%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
91
Increased
404
Reduced
366
Closed
76
Calls
$81.4M
Puts
$86.5M
Net Calls
-$5.19M
Net Calls Change
-$22.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$229M
2
Bank of America
Bank of America
North Carolina
+$162M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$157M
4
Deutsche Bank
Deutsche Bank
Germany
+$50.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$37.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$312M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$103M
3
EVM
Eaton Vance Management
Massachusetts
-$68.4M
4
Fidelity International
Fidelity International
Bermuda
-$67.7M
5
State Street
State Street
Massachusetts
-$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRM
726
Foundation Resource Management
Arkansas
$372K – – –
CPO
727
Cerity Partners OCIO
New York
$372K +$759 +5 +0.2%
DWT
728
Dorsey & Whitney Trust
South Dakota
$370K – – –
TI
729
Tidal Investments
Wisconsin
$367K +$54.4K +358 +17%
BCFD
730
Boit C.F. David
$366K – – –
BDF
731
Balasa Dinverno & Foltz
$365K -$19.3K -127 -5%
RMDI
732
R.M. Davis Inc
Maine
$365K – – –
SAM
733
Seelaus Asset Management
New Jersey
$364K -$204K -1,338 -36%
PWMAG
734
Pinnacle Wealth Management Advisory Group
New Jersey
$363K – – –
HCA
735
Harbour Capital Advisors
Virginia
$363K – – –
RWA
736
River Wealth Advisors
Pennsylvania
$363K +$29.9K +197 +9%
OAM
737
Oberweis Asset Management
Illinois
$361K +$456 +3 +0.1%
BL
738
BFSG LLC
California
$361K +$361K +2,377 New
FNBOSM
739
First National Bank of South Miami
Florida
$357K -$11.4K -75 -3%
EWM
740
Evermay Wealth Management
Virginia
$356K -$237K -1,555 -40%
WSTAM
741
Wilbanks Smith & Thomas Asset Management
Virginia
$355K +$3.8K +25 +1%
SWM
742
Salvus Wealth Management
New Jersey
$354K -$3.8K -25 -1%
EH
743
Equitable Holdings
New York
$354K +$15.7K +103 +5%
AssetMark Inc
744
AssetMark Inc
California
$353K -$22.5K -148 -6%
MA
745
MJP Associates
Connecticut
$353K +$13.7K +90 +4%
MAFM
746
Mid Atlantic Financial Management
Pennsylvania
$352K -$71.9K -473 -17%
ONB
747
Old National Bancorp
Indiana
$351K -$2.28K -15 -0.6%
TWA
748
TCI Wealth Advisors
Arizona
$351K +$2.28K +15 +0.7%
SKK
749
Shepherd Kaplan Krochuk
Massachusetts
$350K – – –
FWP
750
FAS Wealth Partners
Kansas
$349K +$97.3K +639 +39%
28 29
30
31 32