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Travelers Companies
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Overview Fund Activity

1,215 hedge funds and large institutions have $31.1B invested in Travelers Companies in 2021 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 387 increasing their positions, 403 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+91
Holders Change %
+8.1%
% of All Funds
18.76%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
175
Increased
387
Reduced
403
Closed
64
Calls
$114M
Puts
$79.7M
Net Calls
+$34.1M
Net Calls Change
+$39.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$302M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$261M
3
Barclays
Barclays
United Kingdom
+$139M
4
EVM
Eaton Vance Management
Massachusetts
+$66.4M
5
Goldman Sachs
Goldman Sachs
New York
+$63.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$761M
2
Bank of America
Bank of America
North Carolina
-$187M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
-$151M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$108M
5
BlackRock
BlackRock
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
826
Sutton Wealth Advisors
Florida
$317K +$10.6K +68 +3%
TC
827
TAP Consulting
Missouri
$313K – – –
OPS
828
Orion Portfolio Solutions
Nebraska
$313K +$3.45K +22 +1%
MSFP
829
Mark Sheptoff Financial Planning
Connecticut
$310K – – –
DWM
830
Defined Wealth Management
Oregon
$306K -$26.2K -167 -8%
9WM
831
9258 Wealth Management
Ohio
$304K +$8.77K +56 +3%
MIM
832
Marco Investment Management
Georgia
$303K – – –
MPIA
833
Mountain Pacific Investment Advisers
Idaho
$302K – – –
MBTD
834
Mechanics Bank - Trust Department
California
$301K – – –
AIA
835
Alera Investment Advisors
Illinois
$300K – – –
WPP
836
Whalerock Point Partners
Rhode Island
$300K – – –
BFO
837
Boston Family Office
Massachusetts
$297K – – –
EWS
838
Evergreen Wealth Solutions
Pennsylvania
$296K +$296K +1,889 New
MCWS
839
McKinley Carter Wealth Services
West Virginia
$295K -$50.8K -325 -15%
WPW
840
Warther Private Wealth
Ohio
$295K – – –
IRC
841
Investors Research Corp
Georgia
$293K – – –
CAMG
842
CWA Asset Management Group
Florida
$293K +$469 +3 +0.2%
TMAM
843
Tokio Marine Asset Management
Japan
$292K +$11.4K +73 +4%
SWM
844
Stockman Wealth Management
Montana
$291K – – –
PAM
845
Peak Asset Management
Colorado
$291K – – –
SC
846
SouthState Corp
Florida
$291K +$4.84K +31 +2%
AT
847
American Trust
Kentucky
$290K +$290K +1,855 New
AA
848
ALPS Advisors
Colorado
$289K -$34.1M -218,153 -99%
PCIA
849
Prime Capital Investment Advisors
Kansas
$289K +$4.38K +28 +2%
AHB
850
Abner Herrman & Brock
New Jersey
$289K +$62K +397 +27%
32 33
34
35 36