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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 %
RG
851
Renaissance Group
Kentucky
$243K -$52.6K -352 -18%
OPS
852
Orion Portfolio Solutions
Nebraska
$243K +$38.1K +255 +19%
NQWM
853
Northwest Quadrant Wealth Management
Oregon
$242K – – –
DAM
854
Delta Asset Management
Tennessee
$242K – – –
SDH
855
Sloy Dahl & Holst
Washington
$242K – – –
EFS
856
Essex Financial Services
Connecticut
$241K – – –
SSB
857
Sandy Spring Bank
Maryland
$240K – – –
CIC
858
Carnegie Investment Counsel
Ohio
$240K +$299 +2 +0.1%
MSFS
859
Main Street Financial Solutions
Pennsylvania
$240K +$449 +3 +0.2%
BB
860
Bell Bank
North Dakota
$240K +$240K +1,603 New
PA
861
Procyon Advisors
Connecticut
$239K +$599 +4 +0.3%
PCG
862
Private Capital Group
Connecticut
$239K +$4.2K +28 +2%
TMAM
863
Tokio Marine Asset Management
Japan
$239K +$11.8K +79 +5%
FHA
864
Flagship Harbor Advisors
Massachusetts
$239K +$25.6K +171 +12%
EGM
865
Engineers Gate Manager
New York
$236K -$234K -1,564 -50%
KFS
866
Kurt F. Somerville
$236K – – –
RC
867
Randolph Company
Ohio
$236K – – –
BFA
868
Brendel Financial Advisors
New Hampshire
$235K -$727K -4,860 -76%
APWM
869
Atlas Private Wealth Management
New York
$234K -$80K -535 -25%
CFA
870
Carroll Financial Associates
North Carolina
$233K -$30.5K -204 -12%
LSAG
871
Lake Street Advisors Group
New Hampshire
$231K -$5.8K -37 -2%
HWA
872
Heritage Wealth Advisors
Virginia
$230K +$150 +1 +0.1%
OPA
873
Old Port Advisors
Maine
$229K -$30.2K -195 -12%
WSC
874
Wellington Shields & Co
New York
$228K – – –
SCA
875
Sippican Capital Advisors
Massachusetts
$228K – – –
33 34
35
36 37