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Travelers Companies
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Overview Fund Activity

1,252 hedge funds and large institutions have $32.2B invested in Travelers Companies in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 397 increasing their positions, 489 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-37
Holders Change %
-2.87%
% of All Funds
20.04%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
111
Increased
397
Reduced
489
Closed
117
Calls
$166M
Puts
$159M
Net Calls
+$6.65M
Net Calls Change
+$59.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$210M
2
BG
Bahl & Gaynor
Ohio
+$119M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$115M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$104M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$64.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$356M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$282M
3
Capital International Investors
Capital International Investors
California
-$204M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$203M
5
State Street
State Street
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
751
Equitable Holdings
New York
$471K +$52.3K +305 +12%
CIA
752
Choate Investment Advisors
Massachusetts
$469K – – –
NIM
753
Northeast Investment Management
Massachusetts
$468K – – –
AWM
754
Axxcess Wealth Management
California
$467K -$4.63K -27 -1%
DWT
755
Dorsey & Whitney Trust
South Dakota
$466K +$5.66K +33 +1%
CC
756
Courier Capital
New York
$466K – – –
SFS
757
Stiles Financial Services
Minnesota
$465K +$1.54K +9 +0.3%
PT
758
Plimoth Trust
Massachusetts
$464K -$61.5K -359 -12%
SFG
759
Steward Financial Group
Texas
$463K +$463K +2,701 New
TNA
760
True North Advisors
Texas
$462K -$159K -929 -26%
BFM
761
Boothbay Fund Management
New York
$462K +$462K +2,695 New
MW
762
Marcum Wealth
Ohio
$461K -$47.3K -276 -9%
TAM
763
Trust Asset Management
Texas
$460K -$5.14K -30 -1%
LNB
764
Ledyard National Bank
$460K -$27.8K -162 -6%
LCM
765
Lewis Capital Management
California
$454K -$42.7K -249 -9%
OTL
766
Oak Thistle LLC
New York
$451K +$451K +2,631 New
DEA
767
DoubleLine ETF Adviser
Florida
$450K -$117K -684 -21%
Pzena Investment Management
768
Pzena Investment Management
New York
$450K -$296K -1,728 -40%
SWM
769
Sugarloaf Wealth Management
Georgia
$449K – – –
IWM
770
IHT Wealth Management
Illinois
$448K +$67.4K +393 +18%
ACM
771
Acrisure Capital Management
Texas
$446K +$446K +2,602 New
VWA
772
V Wealth Advisors
Kansas
$444K -$1.54K -9 -0.3%
IA
773
IFG Advisory
Georgia
$442K – – –
CF
774
Centaurus Financial
California
$442K -$1.71K -10 -0.4%
LA
775
Lifeworks Advisors
Michigan
$442K -$298K -1,739 -40%
29 30
31
32 33