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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 %
RC
851
Randolph Company
Ohio
$221K +$221K +1,577 New
FF
852
FourThought Financial
Florida
$220K +$220K +1,570 New
DP
853
Dearborn Partners
Illinois
$219K +$219K +1,559 New
CTFG
854
Capstone Triton Financial Group
Oklahoma
$219K +$219K +1,560 New
GSWM
855
Golden State Wealth Management
California
$219K +$219K +1,560 New
LFAS
856
Level Four Advisory Services
Texas
$217K +$217K +1,547 New
HWA
857
Heritage Wealth Advisors
Virginia
$215K +$140 +1 +0.1%
SCA
858
Sippican Capital Advisors
Massachusetts
$214K -$168K -1,200 -44%
CSPIA
859
Cary Street Partners Investment Advisory
Virginia
$214K +$114K +809 +114%
TCA
860
Transcend Capital Advisors
New Jersey
$214K +$214K +1,525 New
SC
861
Scotia Capital
Ontario, Canada
$214K +$214K +1,525 New
SS
862
Sunbelt Securities
Texas
$214K +$214K +1,525 New
WSC
863
Wellington Shields & Co
New York
$214K +$214K +1,526 New
FTDI
864
First Trust Direct Indexing
Massachusetts
$212K +$212K +1,508 New
Los Angeles Capital Management
865
Los Angeles Capital Management
California
$212K +$212K +1,512 New
AIM
866
Anchor Investment Management
South Carolina
$212K – – –
GW
867
GW & Wade
Massachusetts
$211K -$74.1K -528 -26%
FHA
868
Flagship Harbor Advisors
Massachusetts
$210K -$8.01K -57 -4%
ATFA
869
All Terrain Financial Advisors
Minnesota
$210K +$210K +1,495 New
GVAG
870
Great Valley Advisor Group
Delaware
$209K +$209K +1,487 New
DLA
871
Douglas Lane & Associates
New York
$209K +$209K +1,490 New
BCM
872
Brookstone Capital Management
Illinois
$209K +$209K +1,492 New
WT
873
Washington Trust
Rhode Island
$208K +$140 +1 +0.1%
LSAG
874
Lake Street Advisors Group
New Hampshire
$208K +$208K +1,485 New
HFG
875
Heron Financial Group
New York
$208K +$208K +1,498 New
33 34
35
36 37