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Travelers Companies
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Overview Fund Activity

1,161 hedge funds and large institutions have $31.3B invested in Travelers Companies in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 379 increasing their positions, 411 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+45
Holders Change %
+4.03%
% of All Funds
20.44%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
130
Increased
379
Reduced
411
Closed
72
Calls
$95.3M
Puts
$77.1M
Net Calls
+$18.2M
Net Calls Change
+$15.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$220M
2
Capital International Investors
Capital International Investors
California
+$205M
3
State Street
State Street
Massachusetts
+$139M
4
CCM
Cullen Capital Management
New York
+$74.6M
5
BlackRock
BlackRock
New York
+$63.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$372M
2
NI
Nuance Investments
Missouri
-$134M
3
Bank of America
Bank of America
North Carolina
-$108M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$89.3M
5
SCCM
Schafer Cullen Capital Management
New York
-$72.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
851
Moneta Group Investment Advisors
Missouri
$263K +$263K +1,749 New
SVWAG
852
Sound View Wealth Advisors Group
Georgia
$262K +$4.82K +32 +2%
BCM
853
Bayesian Capital Management
New York
$262K +$262K +1,740 New
AIM
854
Aspen Investment Management
Michigan
$261K – – –
LIM
855
Leavell Investment Management
Alabama
$260K – – –
PVH
856
Psagot Value Holdings
Israel
$260K – – –
TSS
857
Two Sigma Securities
New York
$260K +$260K +1,729 New
MFW
858
Meristem Family Wealth
Minnesota
$259K – – –
UBV
859
United Bank (Virginia)
Virginia
$259K +$14.8K +98 +6%
FAM
860
Formidable Asset Management
Ohio
$256K +$256K +1,682 New
W
861
WealthStone
Ohio
$255K +$14.5K +97 +6%
GSEP
862
Golden State Equity Partners
California
$255K +$36.1K +240 +17%
PBC
863
Pavion Blue Capital
California
$254K – – –
OPA
864
Old Port Advisors
Maine
$252K -$4.37K -29 -2%
DT
865
Diversified Trust
Tennessee
$251K -$46.1K -306 -16%
SCM
866
Shelton Capital Management
Colorado
$249K -$43.1K -286 -15%
EH
867
Equitable Holdings
New York
$248K -$1.35K -9 -0.5%
HIA
868
Harbor Investment Advisory
Maryland
$248K – – –
FWM
869
Fairhaven Wealth Management
Illinois
$248K +$150 +1 +0.1%
BPA
870
Beacon Pointe Advisors
California
$248K +$25.8K +171 +12%
VFA
871
Valeo Financial Advisors
Indiana
$246K -$19.7K -131 -7%
CFSG
872
Community Financial Services Group
Vermont
$246K – – –
NQWM
873
Northwest Quadrant Wealth Management
Oregon
$244K +$2.26K +15 +0.9%
Lido Advisors
874
Lido Advisors
California
$244K +$244K +1,619 New
DAM
875
Delta Asset Management
Tennessee
$243K – – –
33 34
35
36 37