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Travelers Companies
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Overview Fund Activity

1,210 hedge funds and large institutions have $32.8B invested in Travelers Companies in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 450 increasing their positions, 398 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
-55
Holders Change %
-4.35%
% of All Funds
20.46%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
92
Increased
450
Reduced
398
Closed
124
Calls
$124M
Puts
$145M
Net Calls
-$21M
Net Calls Change
+$71.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$219M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$195M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$106M
4
Invesco
Invesco
Georgia
+$70.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$62.7M

Top Sellers

1
State Street
State Street
Massachusetts
-$153M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$147M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$122M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$75.2M
5
Barclays
Barclays
United Kingdom
-$71.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
726
Simplicity Solutions
Minnesota
$480K +$79.9K +472 +20%
CGL
727
Clarius Group LLC
Washington
$479K +$44.3K +262 +10%
KPWS
728
Kestra Private Wealth Services
Texas
$479K +$97.3K +576 +25%
IA
729
IFG Advisory
Georgia
$472K -$290K -1,717 -38%
CAM
730
Cozad Asset Management
Illinois
$472K +$17.1K +101 +4%
PCM
731
Penserra Capital Management
California
$471K -$194K -1,148 -29%
HWAM
732
Hennion & Walsh Asset Management
New Jersey
$466K +$466K +2,756 New
GP
733
Girard Partners
Pennsylvania
$465K -$13.2K -78 -3%
WP
734
WMS Partners
Maryland
$464K -$108K -640 -19%
NIM
735
Northeast Investment Management
Massachusetts
$462K -$45.7K -270 -9%
CC
736
Courier Capital
New York
$460K +$16.9K +100 +4%
TMAM
737
Tokio Marine Asset Management
Japan
$460K +$61K +360 +15%
WS
738
Wedbush Securities
California
$459K +$18.4K +109 +4%
BAAM
739
Baker Avenue Asset Management
California
$459K +$459K +2,711 New
AG
740
Ascent Group
Virginia
$458K -$1.74K -11 -0.4%
NWM
741
Northcape Wealth Management
New York
$457K – – –
AWM
742
Axxcess Wealth Management
California
$455K +$214K +1,266 +89%
SC
743
Searle & Co
Connecticut
$452K – – –
TWM
744
Tradition Wealth Management
Minnesota
$452K – – –
IC
745
Intersect Capital
California
$450K -$402K -2,373 -47%
ICG
746
InterOcean Capital Group
Tennessee
$450K +$450K +2,661 New
ABC
747
Associated Banc-Corp
Wisconsin
$447K – – –
LOAMS
748
Lombard Odier Asset Management (Switzerland)
Switzerland
$445K +$445K +2,634 New
BTI
749
Blue Trust Inc
Georgia
$444K +$444K +2,427 New
GCM
750
Gibraltar Capital Management
Oklahoma
$443K +$13.2K +78 +3%
28 29
30
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