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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 %
KFGK
776
Keystone Financial Group (Kentucky)
Kentucky
$323K – – –
SMC
777
Smith, Moore & Co
Missouri
$323K – – –
VBCG
778
Valley Brook Capital Group
Pennsylvania
$323K – – –
CBA
779
Coastal Bridge Advisors
Connecticut
$323K +$457 +3 +0.1%
GCP
780
GSA Capital Partners
United Kingdom
$323K +$323K +2,125 New
DWM
781
Defined Wealth Management
Oregon
$322K – – –
IAIM
782
International Assets Investment Management
Florida
$321K +$321K +2,110 New
FMT
783
First Mercantile Trust
Tennessee
$317K -$32K -211 -9%
PI
784
PEAK6 Investments
Illinois
$305K +$305K +2,004 New
BCM
785
Bayesian Capital Management
New York
$304K -$1.18M -7,768 -80%
TC
786
TAP Consulting
Missouri
$304K – – –
FNC
787
First National Corp
Massachusetts
$302K +$302K +1,988 New
MSFP
788
Mark Sheptoff Financial Planning
Connecticut
$301K -$7.59K -50 -2%
OPS
789
Orion Portfolio Solutions
Nebraska
$300K +$53.4K +352 +22%
IAN
790
Integrated Advisors Network
Texas
$298K +$4.86K +32 +2%
SWA
791
Sutton Wealth Advisors
Florida
$297K -$456 -3 -0.2%
SS
792
Simplicity Solutions
Minnesota
$297K +$90K +592 +43%
MIM
793
Marco Investment Management
Georgia
$294K – – –
MPIA
794
Mountain Pacific Investment Advisers
Idaho
$293K – – –
MBTD
795
Mechanics Bank - Trust Department
California
$293K – – –
AIA
796
Alera Investment Advisors
Illinois
$292K – – –
WPP
797
Whalerock Point Partners
Rhode Island
$291K – – –
BFO
798
Boston Family Office
Massachusetts
$289K – – –
WPW
799
Warther Private Wealth
Ohio
$289K +$1.98K +13 +0.7%
9WM
800
9258 Wealth Management
Ohio
$287K +$33.2K +218 +13%
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