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Travelers Companies
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Overview Fund Activity

1,124 hedge funds and large institutions have $30.8B invested in Travelers Companies in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 404 increasing their positions, 366 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,124
Holders Change
+2
Holders Change %
+0.18%
% of All Funds
19.74%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
91
Increased
404
Reduced
366
Closed
76
Calls
$81.4M
Puts
$86.5M
Net Calls
-$5.19M
Net Calls Change
-$22.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$229M
2
Bank of America
Bank of America
North Carolina
+$162M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$157M
4
Deutsche Bank
Deutsche Bank
Germany
+$50.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$37.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$312M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$103M
3
EVM
Eaton Vance Management
Massachusetts
-$68.4M
4
Fidelity International
Fidelity International
Bermuda
-$67.7M
5
State Street
State Street
Massachusetts
-$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
751
Laurel Wealth Advisors (California)
California
$348K -$61K -402 -15%
JIC
752
Johnson Investment Counsel
Ohio
$343K +$24.5K +161 +8%
SFG
753
SNS Financial Group
Minnesota
$341K – – –
SYBT
754
Stock Yards Bank & Trust
Kentucky
$340K -$24.3K -160 -7%
IWA
755
Intercontinental Wealth Advisors
Texas
$339K +$17.5K +115 +5%
KPWS
756
Kestra Private Wealth Services
Texas
$338K -$7.15K -47 -2%
DCM
757
Dupont Capital Management
Delaware
$337K -$443K -2,918 -57%
EP
758
Eudaimonia Partners
Tennessee
$337K – – –
FWM
759
ForthRight Wealth Management
Georgia
$337K – – –
SGCA
760
Steel Grove Capital Advisors
Tennessee
$337K +$129K +850 +62%
BTW
761
Boston Trust Walden
Massachusetts
$336K – – –
CCA
762
Cobblestone Capital Advisors
New York
$336K – – –
MCWS
763
McKinley Carter Wealth Services
West Virginia
$336K – – –
SIM
764
Sentry Investment Management
Wisconsin
$335K -$48.9K -322 -13%
VWA
765
V Wealth Advisors
Kansas
$334K -$6.68K -44 -2%
TFS
766
TrustCore Financial Services
Tennessee
$334K -$1.52K -10 -0.5%
LJAC
767
L.J. Altfest & Co
New York
$330K -$2.28K -15 -0.7%
GC
768
Grimes & Company
Massachusetts
$330K – – –
FCBT
769
First Citizens Bank & Trust
North Carolina
$330K – – –
BP
770
Ballentine Partners
Massachusetts
$330K +$10.8K +71 +3%
WSFS
771
Wilmington Savings Fund Society
Delaware
$328K -$41.8K -275 -11%
AWM
772
Apollon Wealth Management
South Carolina
$328K +$328K +2,157 New
DWM
773
Doyle Wealth Management
Florida
$327K – – –
JFL
774
Jarislowsky, Fraser Ltd
Quebec, Canada
$325K -$59.2K -390 -15%
FAM
775
Formidable Asset Management
Ohio
$325K +$4.11K +27 +1%
29 30
31
32 33