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Travelers Companies
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Overview Fund Activity

1,122 hedge funds and large institutions have $30.7B invested in Travelers Companies in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 420 increasing their positions, 380 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
-39
Holders Change %
-3.36%
% of All Funds
19.59%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
72
Increased
420
Reduced
380
Closed
99
Calls
$91.9M
Puts
$74.8M
Net Calls
+$17.1M
Net Calls Change
-$1.13M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$62.2M
2
Morgan Stanley
Morgan Stanley
New York
+$58.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$58.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$48.2M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
+$38.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$318M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$163M
3
Capital International Investors
Capital International Investors
California
-$133M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$112M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
826
Ridgecrest Wealth Partners
California
$268K +$1.8K +12 +0.7%
ETC
827
Exchange Traded Concepts
Oklahoma
$268K +$268K +1,789 New
NRS
828
Neville Rodie & Shaw
New York
$266K -$11.2K -75 -4%
GPWA
829
Great Point Wealth Advisors
Massachusetts
$266K – – –
MGIA
830
Moneta Group Investment Advisors
Missouri
$265K +$3.14K +21 +1%
CCM
831
Coldstream Capital Management
Washington
$264K -$2.25K -15 -0.8%
FG
832
Fiduciary Group
Georgia
$264K – – –
ACA
833
Aptus Capital Advisors
Alabama
$263K – – –
MMA
834
Miracle Mile Advisors
California
$261K -$150K -1,001 -36%
TU
835
TDAM USA
Ontario, Canada
$261K -$298 -2 -0.1%
LIM
836
Leavell Investment Management
Alabama
$260K – – –
AIM
837
Aspen Investment Management
Michigan
$259K – – –
UBV
838
United Bank (Virginia)
Virginia
$257K – – –
MFS
839
Mirabella Financial Services
United Kingdom
$255K -$667K -4,455 -72%
TIA
840
Tiemann Investment Advisors
California
$253K -$14.8K -99 -6%
PBC
841
Pavion Blue Capital
California
$253K – – –
Luther King Capital Management (LKCM)
842
Luther King Capital Management (LKCM)
Texas
$253K +$253K +1,688 New
9WM
843
9258 Wealth Management
Ohio
$250K +$47.8K +319 +24%
SCM
844
Shelton Capital Management
Colorado
$248K – – –
FWP
845
FAS Wealth Partners
Kansas
$248K +$248K +1,654 New
HIA
846
Harbor Investment Advisory
Maryland
$247K – – –
FWM
847
Fairhaven Wealth Management
Illinois
$247K – – –
CFSG
848
Community Financial Services Group
Vermont
$245K – – –
VFA
849
Valeo Financial Advisors
Indiana
$244K -$598 -4 -0.2%
ACM
850
Advisors Capital Management
New Jersey
$244K +$10.6K +71 +5%
32 33
34
35 36