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Travelers Companies
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Overview Fund Activity

1,116 hedge funds and large institutions have $29.5B invested in Travelers Companies in 2020 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 306 increasing their positions, 423 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+102
Holders Change %
+10.06%
% of All Funds
19.8%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.14%
New
192
Increased
306
Reduced
423
Closed
72
Calls
$105M
Puts
$103M
Net Calls
+$2.54M
Net Calls Change
-$52.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$387M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
3
ClearBridge Investments
ClearBridge Investments
New York
+$83.9M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$71.2M
5
Capital International Investors
Capital International Investors
California
+$64.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$92.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$74M
3
Norges Bank
Norges Bank
Norway
-$73.9M
4
Millennium Management
Millennium Management
New York
-$59.7M
5
State Street
State Street
Massachusetts
-$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBC
826
Pavion Blue Capital
California
$237K +$237K +1,688 New
ECM
827
Evergreen Capital Management
Washington
$237K +$237K +1,690 New
APP
828
Avantax Planning Partners
Iowa
$236K -$131K -931 -36%
TAM
829
Trust Asset Management
Texas
$236K +$236K +1,682 New
WC
830
Woodstock Corp
Massachusetts
$234K +$234K +1,664 New
CA
831
Clearstead Advisors
Ohio
$233K -$6.31K -45 -3%
EH
832
Equitable Holdings
New York
$233K +$233K +1,658 New
FWM
833
Fairhaven Wealth Management
Illinois
$232K +$232K +1,650 New
OPA
834
Old Port Advisors
Maine
$231K -$42.9K -316 -16%
HIA
835
Harbor Investment Advisory
Maryland
$231K – – –
CCFCSB
836
Cape Cod Five Cents Savings Bank
Massachusetts
$230K +$230K +1,638 New
CFSG
837
Community Financial Services Group
Vermont
$230K +$230K +1,638 New
UBV
838
United Bank (Virginia)
Virginia
$228K +$228K +1,621 New
DAM
839
Delta Asset Management
Tennessee
$227K – – –
W
840
WealthStone
Ohio
$225K -$51.8K -369 -19%
SSB
841
Sandy Spring Bank
Maryland
$225K +$4.92K +35 +2%
MW
842
Marcum Wealth
Ohio
$225K +$225K +1,606 New
ACA
843
Aptus Capital Advisors
Alabama
$225K +$225K +1,610 New
FCA
844
FinTrust Capital Advisors
South Carolina
$224K +$103K +732 +85%
9WM
845
9258 Wealth Management
Ohio
$223K -$44.7K -319 -17%
Lazard Asset Management
846
Lazard Asset Management
New York
$223K +$2.1K +15 +0.9%
NQWM
847
Northwest Quadrant Wealth Management
Oregon
$223K +$223K +1,605 New
BFEC
848
Benjamin F. Edwards & Company
Missouri
$222K -$153K -1,085 -41%
CCIA
849
Campbell & Co Investment Adviser
Maryland
$221K +$221K +1,573 New
KFS
850
Kurt F. Somerville
$221K +$221K +1,575 New
32 33
34
35 36