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Travelers Companies
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Overview Fund Activity

1,210 hedge funds and large institutions have $32.8B invested in Travelers Companies in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 450 increasing their positions, 398 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
-55
Holders Change %
-4.35%
% of All Funds
20.46%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
92
Increased
450
Reduced
398
Closed
124
Calls
$124M
Puts
$145M
Net Calls
-$21M
Net Calls Change
+$71.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$219M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$195M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$106M
4
Invesco
Invesco
Georgia
+$70.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$62.7M

Top Sellers

1
State Street
State Street
Massachusetts
-$153M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$147M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$122M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$75.2M
5
Barclays
Barclays
United Kingdom
-$71.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
776
Great Valley Advisor Group
Delaware
$402K +$152K +900 +61%
CAMG
777
CWA Asset Management Group
Florida
$399K +$676 +4 +0.2%
RWA
778
River Wealth Advisors
Pennsylvania
$398K -$18.6K -110 -4%
MWM
779
Modera Wealth Management
New Jersey
$398K +$3.21K +19 +0.8%
BTW
780
Boston Trust Walden
Massachusetts
$394K -$21.5K -127 -5%
TWA
781
TCI Wealth Advisors
Arizona
$391K -$6.43K -38 -2%
CF
782
Centaurus Financial
California
$391K +$136K +803 +53%
FNBOSM
783
First National Bank of South Miami
Florida
$390K – – –
FNC
784
First National Corp
Massachusetts
$390K +$11.2K +66 +3%
SKK
785
Shepherd Kaplan Krochuk
Massachusetts
$389K – – –
SGI
786
Summit Global Investments
Utah
$388K -$169 -1 -0%
WSTAM
787
Wilbanks Smith & Thomas Asset Management
Virginia
$385K -$169 -1 -0%
MMM
788
Mendel Money Management
Illinois
$384K -$4.23K -25 -1%
AP
789
Appleton Partners
Massachusetts
$383K +$12K +71 +3%
FCBT
790
First Citizens Bank & Trust
North Carolina
$380K +$12.5K +74 +3%
CRWM
791
Castle Rock Wealth Management
California
$379K +$131K +770 +53%
WPW
792
Warther Private Wealth
Ohio
$378K – – –
OAM
793
Oberweis Asset Management
Illinois
$376K +$338 +2 +0.1%
GC
794
Grimes & Company
Massachusetts
$376K +$8.47K +50 +2%
JIC
795
Johnson Investment Counsel
Ohio
$376K +$23.4K +138 +7%
Verition Fund Management
796
Verition Fund Management
Connecticut
$376K +$151K +894 +67%
WAM
797
WFA Asset Management
Wisconsin
$375K +$1.86K +11 +0.5%
SWM
798
Salvus Wealth Management
New Jersey
$375K -$8.45K -50 -2%
SGCA
799
Steel Grove Capital Advisors
Tennessee
$375K – – –
VC
800
Veracity Capital
Georgia
$375K +$26.4K +156 +8%
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