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Travelers Companies
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Overview Fund Activity

1,265 hedge funds and large institutions have $35.8B invested in Travelers Companies in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 423 increasing their positions, 437 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,265
Holders Change
+50
Holders Change %
+4.12%
% of All Funds
20.02%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
150
Increased
423
Reduced
437
Closed
82
Calls
$117M
Puts
$209M
Net Calls
-$92.2M
Net Calls Change
-$126M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$606M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$285M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
4
Millennium Management
Millennium Management
New York
+$66.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$40.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$413M
2
Barclays
Barclays
United Kingdom
-$204M
3
BlackRock
BlackRock
New York
-$190M
4
NI
Nuance Investments
Missouri
-$148M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
801
TrustCore Financial Services
Tennessee
$402K – – –
IWA
802
Intercontinental Wealth Advisors
Texas
$401K – – –
AP
803
Appleton Partners
Massachusetts
$400K – – –
VWA
804
V Wealth Advisors
Kansas
$400K – – –
DWM
805
Doyle Wealth Management
Florida
$400K +$6.58K +36 +2%
FCBT
806
First Citizens Bank & Trust
North Carolina
$397K – – –
GC
807
Grimes & Company
Massachusetts
$396K – – –
HH
808
Hilltop Holdings
Texas
$393K -$38K -208 -9%
JFL
809
Jarislowsky, Fraser Ltd
Quebec, Canada
$391K – – –
WSTAM
810
Wilbanks Smith & Thomas Asset Management
Virginia
$391K +$1.55K +9 +0.4%
RMDI
811
R.M. Davis Inc
Maine
$390K -$47.6K -261 -11%
CBA
812
Coastal Bridge Advisors
Connecticut
$389K -$192K -1,050 -33%
ACP
813
Arcus Capital Partners
Georgia
$389K -$36K -197 -8%
SMC
814
Smith, Moore & Co
Missouri
$388K – – –
VBCG
815
Valley Brook Capital Group
Pennsylvania
$388K – – –
DL
816
DOHJ LLC
Washington
$386K -$244K -1,335 -39%
JIC
817
Johnson Investment Counsel
Ohio
$381K -$22.9K -125 -6%
RWP
818
Ridgecrest Wealth Partners
California
$380K +$45.7K +250 +14%
KFGK
819
Keystone Financial Group (Kentucky)
Kentucky
$379K -$9.14K -50 -2%
EWM
820
Evermay Wealth Management
Virginia
$377K -$27.4K -150 -7%
VC
821
Veracity Capital
Georgia
$377K +$377K +2,064 New
BCFD
822
Boit C.F. David
$375K – – –
MAG
823
Mayfair Advisory Group
Alabama
$374K -$149K -802 -28%
FMAEN1
824
Fund Management at Engine No 1
California
$373K +$373K +2,041 New
BBA
825
BLB&B Advisors
Pennsylvania
$366K -$155K -846 -30%
31 32
33
34 35