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Travelers Companies
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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 %
KS
726
Karpas Strategies
Connecticut
$444K – – –
MW
727
Marcum Wealth
Ohio
$443K -$7.66K -49 -2%
GDP
728
Great Diamond Partners
Maine
$443K +$8.76K +56 +2%
KWM
729
Kingsview Wealth Management
Oregon
$441K +$441K +2,816 New
WPW
730
Waldron Private Wealth
Pennsylvania
$439K +$1.09K +7 +0.2%
HWM
731
HighMark Wealth Management
Minnesota
$439K +$2.34K +15 +0.5%
NWM
732
Northcape Wealth Management
New York
$438K +$438K +2,800 New
LNC
733
Lincoln National Corp
Pennsylvania
$435K -$4.07K -26 -0.9%
SFS
734
Stiles Financial Services
Minnesota
$427K +$427K +2,731 New
PWMAG
735
Pinnacle Wealth Management Advisory Group
New Jersey
$421K +$46.9K +300 +13%
TWM
736
Tradition Wealth Management
Minnesota
$419K +$1.25K +8 +0.3%
DWT
737
Dorsey & Whitney Trust
South Dakota
$419K +$38.7K +248 +10%
SC
738
Searle & Co
Connecticut
$418K – – –
BTW
739
Boston Trust Walden
Massachusetts
$418K +$72.4K +463 +21%
BFO
740
Biltmore Family Office
North Carolina
$418K +$418K +2,669 New
EH
741
Equitable Holdings
New York
$417K +$53.3K +341 +15%
FMTC
742
Farmers & Merchants Trust Company
California
$416K – – –
GP
743
Girard Partners
Pennsylvania
$414K -$1.56K -10 -0.4%
ABC
744
Associated Banc-Corp
Wisconsin
$413K – – –
VF
745
Virtu Financial
New York
$411K -$389K -2,486 -49%
CC
746
Courier Capital
New York
$410K – – –
SWM
747
Sugarloaf Wealth Management
Georgia
$410K +$938 +6 +0.2%
LWAC
748
Laurel Wealth Advisors (California)
California
$407K +$48.2K +308 +13%
ECM
749
Evergreen Capital Management
Washington
$404K +$161K +1,031 +66%
TC
750
TownSquare Capital
Utah
$404K +$176K +1,122 +77%
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