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Travelers Companies
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Overview Fund Activity

1,265 hedge funds and large institutions have $35.8B invested in Travelers Companies in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 423 increasing their positions, 437 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,265
Holders Change
+50
Holders Change %
+4.12%
% of All Funds
20.02%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
150
Increased
423
Reduced
437
Closed
82
Calls
$117M
Puts
$209M
Net Calls
-$92.2M
Net Calls Change
-$126M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$606M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$285M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
4
Millennium Management
Millennium Management
New York
+$66.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$40.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$413M
2
Barclays
Barclays
United Kingdom
-$204M
3
BlackRock
BlackRock
New York
-$190M
4
NI
Nuance Investments
Missouri
-$148M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
726
American Portfolios Advisors
New York
$538K -$120K -658 -18%
LCM
727
Lewis Capital Management
California
$530K – – –
AG
728
Ascent Group
Virginia
$530K +$228K +1,247 +75%
SIG
729
Sky Investment Group
Connecticut
$529K -$138K -755 -21%
CSB
730
City State Bank
Iowa
$528K -$18.3K -100 -3%
SFS
731
Stiles Financial Services
Minnesota
$528K +$29K +159 +6%
MW
732
Marcum Wealth
Ohio
$527K +$9.5K +52 +2%
LNB
733
Ledyard National Bank
$526K -$14.2K -78 -3%
WPW
734
Waldron Private Wealth
Pennsylvania
$522K +$9.67K +53 +2%
PWLP
735
Prio Wealth Limited Partnership
Massachusetts
$520K – – –
KS
736
Karpas Strategies
Connecticut
$519K – – –
GDP
737
Great Diamond Partners
Maine
$517K +$365 +2 +0.1%
GP
738
Girard Partners
Pennsylvania
$517K +$32.7K +179 +7%
HWM
739
HighMark Wealth Management
Minnesota
$516K +$2.56K +14 +0.5%
OMC
740
Old Mission Capital
Illinois
$504K +$504K +2,760 New
CCM
741
Coldstream Capital Management
Washington
$496K -$94.3K -516 -16%
EH
742
Equitable Holdings
New York
$496K +$9.13K +50 +2%
NWM
743
Northcape Wealth Management
New York
$493K -$18.3K -100 -4%
DWT
744
Dorsey & Whitney Trust
South Dakota
$493K +$2.92K +16 +0.6%
PWMAG
745
Pinnacle Wealth Management Advisory Group
New Jersey
$492K – – –
CAM
746
Cozad Asset Management
Illinois
$491K +$296K +1,622 +152%
CAG
747
Crestwood Advisors Group
Massachusetts
$490K -$1.13M -6,194 -70%
TWM
748
Tradition Wealth Management
Minnesota
$488K -$1.1K -6 -0.2%
SC
749
Searle & Co
Connecticut
$488K – – –
SAM
750
Seelaus Asset Management
New Jersey
$488K +$77.9K +426 +19%
28 29
30
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