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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 %
FWM
801
ForthRight Wealth Management
Georgia
$374K – – –
IWA
802
Intercontinental Wealth Advisors
Texas
$372K – – –
TFS
803
TrustCore Financial Services
Tennessee
$372K – – –
VWA
804
V Wealth Advisors
Kansas
$370K +$169 +1 +0%
AssetMark Inc
805
AssetMark Inc
California
$369K -$39.8K -235 -10%
DWM
806
Doyle Wealth Management
Florida
$369K -$507 -3 -0.1%
HH
807
Hilltop Holdings
Texas
$364K +$675 +4 +0.2%
IAN
808
Integrated Advisors Network
Texas
$362K +$27.7K +164 +8%
JFL
809
Jarislowsky, Fraser Ltd
Quebec, Canada
$361K – – –
CBA
810
Coastal Bridge Advisors
Connecticut
$360K +$507 +3 +0.1%
ACP
811
Arcus Capital Partners
Georgia
$359K -$1.52K -9 -0.4%
SMC
812
Smith, Moore & Co
Missouri
$359K – – –
VBCG
813
Valley Brook Capital Group
Pennsylvania
$359K – – –
TSS
814
Two Sigma Securities
New York
$357K +$40.5K +239 +13%
SW
815
SlateStone Wealth
Florida
$353K +$150K +886 +74%
KFGK
816
Keystone Financial Group (Kentucky)
Kentucky
$351K – – –
QCM
817
Quantinno Capital Management
New York
$350K +$350K +2,068 New
CIM
818
Cambria Investment Management
California
$349K +$349K +2,065 New
1IA
819
1620 Investment Advisors
Massachusetts
$348K +$348K +2,055 New
FHA
820
Flagship Harbor Advisors
Massachusetts
$347K +$70.3K +416 +25%
PMFA
821
Plante Moran Financial Advisors
Michigan
$345K +$345K +2,039 +203,900%
CSB
822
City State Bank
Iowa
$344K -$145K -856 -30%
SCA
823
Snowden Capital Advisors
New York
$344K +$10.3K +61 +3%
SWM
824
Stockman Wealth Management
Montana
$342K +$21.1K +125 +7%
9WM
825
9258 Wealth Management
Ohio
$342K +$63.3K +374 +23%
31 32
33
34 35