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Travelers Companies
TRV

Overview Fund Activity

1,215 hedge funds and large institutions have $31.1B invested in Travelers Companies in 2021 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 387 increasing their positions, 403 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+91
Holders Change %
+8.1%
% of All Funds
18.76%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
175
Increased
387
Reduced
403
Closed
64
Calls
$114M
Puts
$79.7M
Net Calls
+$34.1M
Net Calls Change
+$39.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$302M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$261M
3
Barclays
Barclays
United Kingdom
+$139M
4
EVM
Eaton Vance Management
Massachusetts
+$66.4M
5
Goldman Sachs
Goldman Sachs
New York
+$63.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$761M
2
Bank of America
Bank of America
North Carolina
-$187M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
-$151M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$108M
5
BlackRock
BlackRock
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
801
Appleton Partners
Massachusetts
$343K -$62.6K -400 -15%
VWA
802
V Wealth Advisors
Kansas
$343K -$1.41K -9 -0.4%
SWM
803
Salvus Wealth Management
New Jersey
$342K -$22.7K -145 -6%
FCBT
804
First Citizens Bank & Trust
North Carolina
$340K – – –
MGP
805
Metis Global Partners
California
$340K +$340K +2,177 New
GC
806
Grimes & Company
Massachusetts
$339K – – –
BP
807
Ballentine Partners
Massachusetts
$339K – – –
LJAC
808
L.J. Altfest & Co
New York
$338K -$1.72K -11 -0.5%
WSFS
809
Wilmington Savings Fund Society
Delaware
$338K – – –
DWM
810
Doyle Wealth Management
Florida
$336K – – –
Simplex Trading
811
Simplex Trading
Illinois
$335K +$335K +2,144 New
JFL
812
Jarislowsky, Fraser Ltd
Quebec, Canada
$334K – – –
MA
813
MKT Advisors
California
$334K +$334K +1,990 New
LFAS
814
Level Four Advisory Services
Texas
$332K -$65.3K -417 -16%
SMC
815
Smith, Moore & Co
Missouri
$332K – – –
VBCG
816
Valley Brook Capital Group
Pennsylvania
$332K – – –
KFGK
817
Keystone Financial Group (Kentucky)
Kentucky
$332K – – –
GFP
818
Gryphon Financial Partners
Ohio
$332K +$44K +281 +15%
CIC
819
Carnegie Investment Counsel
Ohio
$329K +$88.9K +569 +37%
MS
820
Maven Securities
Jersey
$329K +$329K +2,105 New
VAFP
821
Vahanian & Associates Financial Planning
New York
$326K +$326K +2,081 New
PCM
822
Prelude Capital Management
New York
$321K +$321K +2,054 New
IAN
823
Integrated Advisors Network
Texas
$318K +$10.8K +69 +4%
NIM
824
NuWave Investment Management
New Jersey
$318K +$253K +1,621 +391%
QT
825
Quantbot Technologies
New York
$317K +$317K +2,030 New
31 32
33
34 35