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Travelers Companies
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Overview Fund Activity

1,116 hedge funds and large institutions have $29.5B invested in Travelers Companies in 2020 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 306 increasing their positions, 423 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+102
Holders Change %
+10.06%
% of All Funds
19.8%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.14%
New
192
Increased
306
Reduced
423
Closed
72
Calls
$105M
Puts
$103M
Net Calls
+$2.54M
Net Calls Change
-$52.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$387M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
3
ClearBridge Investments
ClearBridge Investments
New York
+$83.9M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$71.2M
5
Capital International Investors
Capital International Investors
California
+$64.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$92.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$74M
3
Norges Bank
Norges Bank
Norway
-$73.9M
4
Millennium Management
Millennium Management
New York
-$59.7M
5
State Street
State Street
Massachusetts
-$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
751
L.J. Altfest & Co
New York
$302K -$18.1K -129 -6%
ERIM
752
Eagle Ridge Investment Management
Connecticut
$300K -$23.2K -165 -7%
LWAC
753
Laurel Wealth Advisors (California)
California
$299K +$8.71K +62 +3%
KFGK
754
Keystone Financial Group (Kentucky)
Kentucky
$298K -$281 -2 -0.1%
VBCG
755
Valley Brook Capital Group
Pennsylvania
$298K +$298K +2,127 New
CST
756
Charles Schwab Trust
Nevada
$295K – – –
GC
757
Grimes & Company
Massachusetts
$294K – – –
IWA
758
Intercontinental Wealth Advisors
Texas
$294K +$3.37K +24 +1%
SFS
759
Sowell Financial Services
Arkansas
$294K +$4.91K +35 +2%
MSFP
760
Mark Sheptoff Financial Planning
Connecticut
$291K -$33.8K -241 -10%
JIC
761
Johnson Investment Counsel
Ohio
$290K -$11.9K -85 -4%
MAFM
762
Mid Atlantic Financial Management
Pennsylvania
$290K +$23.2K +165 +9%
Fisher Asset Management
763
Fisher Asset Management
Washington
$287K -$8.55K -61 -3%
MA
764
MJP Associates
Connecticut
$287K +$287K +2,043 New
WTB
765
Washington Trust Bank
Washington
$286K -$54.4K -388 -16%
ISL
766
Ingalls & Snyder LLC
New York
$286K +$286K +2,040 New
IAN
767
Integrated Advisors Network
Texas
$285K +$14.2K +101 +5%
SWM
768
Stockman Wealth Management
Montana
$285K +$23.2K +165 +9%
CCA
769
Cobblestone Capital Advisors
New York
$284K – – –
FTC
770
Farmers Trust Company
Ohio
$282K – – –
BFO
771
Boston Family Office
Massachusetts
$281K -$91.3K -650 -25%
FG
772
Fiduciary Group
Georgia
$281K -$7.33K -50 -3%
VC
773
Vicus Capital
Pennsylvania
$280K -$562 -4 -0.2%
JFL
774
Jarislowsky, Fraser Ltd
Quebec, Canada
$280K – – –
Marshall Wace
775
Marshall Wace
United Kingdom
$279K -$608K -4,331 -69%
29 30
31
32 33