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Travelers Companies
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Overview Fund Activity

1,252 hedge funds and large institutions have $32.2B invested in Travelers Companies in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 397 increasing their positions, 489 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-37
Holders Change %
-2.87%
% of All Funds
20.04%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
111
Increased
397
Reduced
489
Closed
117
Calls
$166M
Puts
$159M
Net Calls
+$6.65M
Net Calls Change
+$59.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$210M
2
BG
Bahl & Gaynor
Ohio
+$119M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$115M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$104M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$64.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$356M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$282M
3
Capital International Investors
Capital International Investors
California
-$204M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$203M
5
State Street
State Street
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
851
SRB Corp
Massachusetts
$338K -$95K -554 -22%
9WM
852
9258 Wealth Management
Ohio
$337K -$13.9K -81 -4%
MA
853
MKT Advisors
California
$336K +$2.21K +13 +0.7%
DWM
854
Destination Wealth Management
California
$336K +$5.14K +30 +2%
DWM
855
Defined Wealth Management
Oregon
$335K – – –
BBA
856
BLB&B Advisors
Pennsylvania
$335K -$171 -1 -0.1%
ECM
857
Evergreen Capital Management
Washington
$334K +$17.7K +103 +6%
FHA
858
Flagship Harbor Advisors
Massachusetts
$332K -$12.9K -75 -4%
MIM
859
Marco Investment Management
Georgia
$332K – – –
MBTD
860
Mechanics Bank - Trust Department
California
$331K – – –
KCM
861
Kathmere Capital Management
Pennsylvania
$330K -$49.4K -288 -13%
VT
862
Vise Technologies
New York
$328K +$80.2K +468 +32%
NPP
863
New Potomac Partners
Maryland
$328K – – –
WPP
864
Whalerock Point Partners
Rhode Island
$328K – – –
MAG
865
Mayfair Advisory Group
Alabama
$328K +$13.3K +79 +4%
VSQM
866
V-Square Quantitative Management
Illinois
$327K +$327K +1,908 New
ACI
867
Alpha Cubed Investments
California
$326K -$6.69K -39 -2%
SC
868
SouthState Corp
Florida
$324K -$5.31K -31 -2%
IRC
869
Investors Research Corp
Georgia
$323K – – –
MPIA
870
Mountain Pacific Investment Advisers
Idaho
$323K – – –
WI
871
Wintrust Investments
Illinois
$321K +$1.71K +10 +0.5%
GFP
872
Gryphon Financial Partners
Ohio
$320K -$21.3K -124 -6%
AIM
873
Athena Investment Management
California
$320K – – –
FG
874
Fiduciary Group
Georgia
$320K +$2.74K +16 +0.9%
DIA
875
Dana Investment Advisors
Wisconsin
$320K +$320K +1,866 New
33 34
35
36 37