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Travelers Companies
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Overview Fund Activity

1,274 hedge funds and large institutions have $32.4B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 457 increasing their positions, 454 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+22
Holders Change %
+1.76%
% of All Funds
20.09%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
122
Increased
457
Reduced
454
Closed
92
Calls
$125M
Puts
$94.5M
Net Calls
+$30.2M
Net Calls Change
+$23.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$177M
2
Barclays
Barclays
United Kingdom
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$96.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$92.4M
5
BG
Bahl & Gaynor
Ohio
+$52M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$379M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$318M
3
Capital International Investors
Capital International Investors
California
-$317M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$239M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$64.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
751
Aries Wealth Management
Maine
$496K – – –
NIM
752
Northeast Investment Management
Massachusetts
$495K +$20.8K +120 +4%
PWLP
753
Prio Wealth Limited Partnership
Massachusetts
$494K – – –
KS
754
Karpas Strategies
Connecticut
$493K – – –
GDP
755
Great Diamond Partners
Maine
$493K -$2.78K -16 -0.6%
CI
756
Cigna Investments
Connecticut
$492K -$3.82K -22 -0.8%
WP
757
WMS Partners
Maryland
$489K +$3.13K +18 +0.6%
EH
758
Equitable Holdings
New York
$489K +$12.2K +70 +3%
NICM
759
Neo Ivy Capital Management
New York
$489K +$489K +2,814 New
ABC
760
Associated Banc-Corp
Wisconsin
$486K – – –
CBA
761
Coastal Bridge Advisors
Connecticut
$485K +$42.7K +246 +10%
CAM
762
Cozad Asset Management
Illinois
$485K – – –
FZCM
763
Flynn Zito Capital Management
New York
$482K -$27.3K -157 -5%
SWM
764
Spire Wealth Management
Virginia
$482K -$12.9K -74 -3%
BONH
765
Bank of New Hampshire
New Hampshire
$481K -$6.95K -40 -1%
FRM
766
Foundation Resource Management
Arkansas
$480K – – –
OCG
767
Opus Capital Group
Ohio
$474K +$117K +675 +33%
MW
768
Marcum Wealth
Ohio
$473K +$6.77K +39 +1%
SFG
769
Steward Financial Group
Texas
$473K +$3.99K +23 +0.9%
SFS
770
Stiles Financial Services
Minnesota
$473K +$1.91K +11 +0.4%
CGL
771
Clarius Group LLC
Washington
$469K -$14.8K -85 -3%
PT
772
Plimoth Trust
Massachusetts
$466K -$3.47K -20 -0.7%
TAM
773
Trust Asset Management
Texas
$466K – – –
CHAM
774
Clear Harbor Asset Management
Connecticut
$464K -$43.4K -250 -9%
CF
775
Centaurus Financial
California
$462K +$14.2K +82 +3%
29 30
31
32 33