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Travelers Companies
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Overview Fund Activity

1,122 hedge funds and large institutions have $30.7B invested in Travelers Companies in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 420 increasing their positions, 380 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
-39
Holders Change %
-3.36%
% of All Funds
19.59%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
72
Increased
420
Reduced
380
Closed
99
Calls
$91.9M
Puts
$74.8M
Net Calls
+$17.1M
Net Calls Change
-$1.13M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$62.2M
2
Morgan Stanley
Morgan Stanley
New York
+$58.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$58.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$48.2M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
+$38.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$318M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$163M
3
Capital International Investors
Capital International Investors
California
-$133M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$112M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
QVT
776
Quantitative Value Technologies
Kansas
$327K – – –
LJAC
777
L.J. Altfest & Co
New York
$327K +$748 +5 +0.2%
FCBT
778
First Citizens Bank & Trust
North Carolina
$325K -$1.5K -10 -0.5%
GC
779
Grimes & Company
Massachusetts
$325K +$10.9K +73 +3%
FAM
780
Formidable Asset Management
Ohio
$325K +$65.9K +428 +25%
PMFA
781
Plante Moran Financial Advisors
Michigan
$325K +$89.9K +600 +38%
CRCM
782
Corbett Road Capital Management
Virginia
$324K +$324K +2,167 New
DWM
783
Doyle Wealth Management
Florida
$322K – – –
CIP
784
Convergence Investment Partners
Florida
$318K -$6.3K -42 -2%
DWM
785
Defined Wealth Management
Oregon
$318K -$6K -40 -2%
VBCG
786
Valley Brook Capital Group
Pennsylvania
$318K – – –
KFGK
787
Keystone Financial Group (Kentucky)
Kentucky
$318K – – –
SMC
788
Smith, Moore & Co
Missouri
$318K +$18K +120 +6%
CBA
789
Coastal Bridge Advisors
Connecticut
$317K +$24.5K +164 +8%
IWA
790
Intercontinental Wealth Advisors
Texas
$316K +$748 +5 +0.2%
BP
791
Ballentine Partners
Massachusetts
$315K -$7.81K -52 -2%
JIC
792
Johnson Investment Counsel
Ohio
$314K +$7.49K +50 +2%
PCM
793
Prelude Capital Management
New York
$312K +$312K +2,082 New
TI
794
Tidal Investments
Wisconsin
$308K -$137K -916 -31%
PP
795
Paloma Partners
Connecticut
$304K -$2.55M -17,060 -89%
MSFP
796
Mark Sheptoff Financial Planning
Connecticut
$304K -$6.13K -41 -2%
ECG
797
Edge Capital Group
Georgia
$303K -$75.5K -504 -20%
DFCM
798
Dark Forest Capital Management
Puerto Rico
$300K +$300K +2,003 New
TC
799
TAP Consulting
Missouri
$299K – – –
MC
800
Machina Capital
France
$299K +$299K +2,000 New
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