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Travelers Companies
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Overview Fund Activity

1,124 hedge funds and large institutions have $30.8B invested in Travelers Companies in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 404 increasing their positions, 366 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,124
Holders Change
+2
Holders Change %
+0.18%
% of All Funds
19.74%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
91
Increased
404
Reduced
366
Closed
76
Calls
$81.4M
Puts
$86.5M
Net Calls
-$5.19M
Net Calls Change
-$22.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$229M
2
Bank of America
Bank of America
North Carolina
+$162M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$157M
4
Deutsche Bank
Deutsche Bank
Germany
+$50.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$37.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$312M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$103M
3
EVM
Eaton Vance Management
Massachusetts
-$68.4M
4
Fidelity International
Fidelity International
Bermuda
-$67.7M
5
State Street
State Street
Massachusetts
-$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
851
Evergreen Capital Management
Washington
$236K +$236K +1,553 New
CF
852
Centaurus Financial
California
$235K +$21K +138 +10%
HWA
853
Heritage Wealth Advisors
Virginia
$233K +$152 +1 +0.1%
CIC
854
Carnegie Investment Counsel
Ohio
$233K -$10.5K -69 -4%
WSC
855
Wellington Shields & Co
New York
$232K – – –
AIM
856
Aspen Investment Management
Michigan
$231K -$32K -211 -12%
APP
857
Avantax Planning Partners
Iowa
$231K +$2.13K +14 +0.9%
AIM
858
Anchor Investment Management
South Carolina
$230K – – –
SCA
859
Sippican Capital Advisors
Massachusetts
$228K -$3.8K -25 -2%
OWP
860
Obermeyer Wealth Partners
Colorado
$228K – – –
FTC
861
Farmers Trust Company
Ohio
$227K -$762 -5 -0.3%
ATFA
862
All Terrain Financial Advisors
Minnesota
$227K – – –
WT
863
Washington Trust
Rhode Island
$227K – – –
LW
864
Linscomb Wealth
Texas
$227K +$227K +1,496 New
OPA
865
Old Port Advisors
Maine
$226K -$3.1K -20 -1%
VCA
866
Verdence Capital Advisors
Maryland
$225K -$118K -777 -34%
GVAG
867
Great Valley Advisor Group
Delaware
$225K +$304 +2 +0.1%
APWM
868
Atlas Private Wealth Management
New York
$223K -$15.1K -99 -6%
MSA
869
Marino Stram & Associates
Massachusetts
$222K -$1.97M -12,979 -90%
TC
870
TownSquare Capital
Utah
$222K +$222K +1,459 New
VCM
871
Vigilant Capital Management
Maine
$221K +$1.37K +9 +0.6%
CCP
872
Cardan Capital Partners
Colorado
$221K +$8.65K +57 +4%
AHB
873
Abner Herrman & Brock
New Jersey
$221K +$221K +1,453 New
FAM
874
Fulcrum Asset Management
United Kingdom
$220K -$372K – –
ST
875
Spinnaker Trust
Maine
$220K – – –
33 34
35
36 37