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Travelers Companies
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Overview Fund Activity

1,191 hedge funds and large institutions have $29.4B invested in Travelers Companies in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 412 increasing their positions, 435 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,191
Holders Change
-19
Holders Change %
-1.57%
% of All Funds
20.59%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
102
Increased
412
Reduced
435
Closed
111
Calls
$112M
Puts
$173M
Net Calls
-$61.5M
Net Calls Change
-$40.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$236M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$70.6M
3
Man Group
Man Group
United Kingdom
+$61.2M
4
Barclays
Barclays
United Kingdom
+$41M
5
Truist Financial
Truist Financial
North Carolina
+$38.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$247M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$129M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$86.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$81.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
726
WMS Partners
Maryland
$426K +$5.36K +35 +1%
AWM
727
Axxcess Wealth Management
California
$426K +$13.8K +90 +3%
MA
728
MJP Associates
Connecticut
$424K +$44.3K +289 +12%
FRM
729
Foundation Resource Management
Arkansas
$424K +$48.6K +317 +13%
PVH
730
Psagot Value Holdings
Israel
$420K -$30.7K -200 -7%
NIM
731
Northeast Investment Management
Massachusetts
$419K – – –
CC
732
Courier Capital
New York
$416K – – –
TAM
733
Trust Asset Management
Texas
$416K +$27.7K +181 +7%
NWM
734
Northcape Wealth Management
New York
$414K – – –
SFS
735
Stiles Financial Services
Minnesota
$413K -$31.7K -207 -7%
DWT
736
Dorsey & Whitney Trust
South Dakota
$412K +$24.8K +162 +6%
IA
737
IFG Advisory
Georgia
$410K -$17K -111 -4%
SC
738
Searle & Co
Connecticut
$410K – – –
IWM
739
IHT Wealth Management
Illinois
$407K +$209K +1,368 +106%
ABC
740
Associated Banc-Corp
Wisconsin
$405K – – –
SWM
741
Sugarloaf Wealth Management
Georgia
$402K +$402K +2,622 New
CPO
742
Cerity Partners OCIO
New York
$400K +$400K +2,613 New
FNBSF
743
First National Bank Sioux Falls
South Dakota
$399K – – –
PCM
744
Penserra Capital Management
California
$397K -$30K -196 -7%
LWAC
745
Laurel Wealth Advisors (California)
California
$395K -$6.44K -42 -2%
CBA
746
Coastal Bridge Advisors
Connecticut
$389K +$62.1K +405 +19%
CGL
747
Clarius Group LLC
Washington
$388K -$45.7K -298 -11%
WS
748
Wedbush Securities
California
$388K -$27.7K -181 -7%
SC
749
SRB Corp
Massachusetts
$386K -$949K -6,203 -71%
FMTC
750
Farmers & Merchants Trust Company
California
$384K +$12.4K +81 +3%
28 29
30
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