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Travelers Companies
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Overview Fund Activity

1,252 hedge funds and large institutions have $32.2B invested in Travelers Companies in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 397 increasing their positions, 489 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-37
Holders Change %
-2.87%
% of All Funds
20.04%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
111
Increased
397
Reduced
489
Closed
117
Calls
$166M
Puts
$159M
Net Calls
+$6.65M
Net Calls Change
+$59.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$210M
2
BG
Bahl & Gaynor
Ohio
+$119M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$115M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$104M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$64.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$356M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$282M
3
Capital International Investors
Capital International Investors
California
-$204M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$203M
5
State Street
State Street
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
801
Leavell Investment Management
Alabama
$401K – – –
MWM
802
Modera Wealth Management
New Jersey
$399K -$1.71K -10 -0.4%
RWA
803
River Wealth Advisors
Pennsylvania
$398K +$28.8K +168 +8%
CSB
804
City State Bank
Iowa
$397K -$17.1K -100 -4%
IAIM
805
International Assets Investment Management
Florida
$395K -$43.9K -256 -10%
ICG
806
InterOcean Capital Group
Tennessee
$392K – – –
FNC
807
First National Corp
Massachusetts
$392K -$27.4K -160 -7%
ECG
808
Edge Capital Group
Georgia
$392K -$31.4K -183 -7%
SSB
809
Sandy Spring Bank
Maryland
$391K +$100K +586 +35%
FMTC
810
Farmers & Merchants Trust Company
California
$391K +$5.14K +30 +1%
SWM
811
Salvus Wealth Management
New Jersey
$389K – – –
SWM
812
SeaCrest Wealth Management
New York
$388K +$2.91K +17 +0.8%
WAM
813
WFA Asset Management
Wisconsin
$387K +$1.89K +11 +0.5%
TSS
814
Two Sigma Securities
New York
$383K -$222K -1,293 -37%
OAM
815
Oberweis Asset Management
Illinois
$382K +$343 +2 +0.1%
WJWM
816
Williams Jones Wealth Management
New York
$381K -$21.6K -126 -5%
SOW
817
State of Wyoming
Wyoming
$380K +$118K +689 +45%
SGCA
818
Steel Grove Capital Advisors
Tennessee
$380K – – –
FWM
819
ForthRight Wealth Management
Georgia
$380K – – –
BCA
820
Bay Colony Advisors
Massachusetts
$376K -$5.12K -30 -1%
SVWAG
821
Sound View Wealth Advisors Group
Georgia
$376K -$95.3K -556 -20%
ICP
822
Interchange Capital Partners
Pennsylvania
$373K +$373K +2,175 New
IAN
823
Integrated Advisors Network
Texas
$372K +$11.3K +66 +3%
MLL
824
Moody Lynn & Lieberson
Massachusetts
$371K -$43K -251 -10%
SIA
825
Schechter Investment Advisors
Michigan
$370K +$22.6K +132 +7%
31 32
33
34 35