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Travelers Companies
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Overview Fund Activity

1,274 hedge funds and large institutions have $32.4B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 457 increasing their positions, 454 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+22
Holders Change %
+1.76%
% of All Funds
20.09%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
122
Increased
457
Reduced
454
Closed
92
Calls
$125M
Puts
$94.5M
Net Calls
+$30.2M
Net Calls Change
+$23.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$177M
2
Barclays
Barclays
United Kingdom
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$96.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$92.4M
5
BG
Bahl & Gaynor
Ohio
+$52M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$379M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$318M
3
Capital International Investors
Capital International Investors
California
-$317M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$239M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$64.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
851
Evergreen Capital Management
Washington
$351K +$11.6K +67 +3%
MSFP
852
Mark Sheptoff Financial Planning
Connecticut
$350K +$5.56K +32 +2%
PAM
853
Peak Asset Management
Colorado
$350K – – –
AF
854
Advisornet Financial
Minnesota
$349K +$34.7K +200 +11%
WAM
855
Wakefield Asset Management
Colorado
$349K +$349K +2,010 New
PMFA
856
Plante Moran Financial Advisors
Michigan
$349K – – –
BCFD
857
Boit C.F. David
$347K – – –
TC
858
TAP Consulting
Missouri
$347K – – –
9WM
859
9258 Wealth Management
Ohio
$347K +$5.9K +34 +2%
GWANC
860
Guardian Wealth Advisors (North Carolina)
North Carolina
$346K +$82.8K +477 +31%
FCBT
861
First Citizens Bank & Trust
North Carolina
$346K -$20.7K -119 -6%
SWM
862
Stockman Wealth Management
Montana
$345K -$5.38K -31 -2%
MA
863
MONECO Advisors
Connecticut
$344K -$2.95K -17 -0.8%
FAFN
864
First Affirmative Financial Network
Colorado
$344K +$53.5K +308 +18%
MBTD
865
Mechanics Bank - Trust Department
California
$343K +$7.64K +44 +2%
MA
866
MKT Advisors
California
$342K – – –
IAN
867
Integrated Advisors Network
Texas
$340K -$36.3K -209 -10%
WPP
868
Whalerock Point Partners
Rhode Island
$339K +$6.43K +37 +2%
DIA
869
Dana Investment Advisors
Wisconsin
$338K +$13.9K +80 +4%
RWA
870
Ropes Wealth Advisors
Massachusetts
$336K +$40.3K +232 +14%
CCM
871
Carlson Capital Management
Minnesota
$336K -$12.7K -73 -4%
MIM
872
Marco Investment Management
Georgia
$336K – – –
ACI
873
Alpha Cubed Investments
California
$336K +$5.73K +33 +2%
BBA
874
BLB&B Advisors
Pennsylvania
$335K -$4.34K -25 -1%
GA
875
Geller Advisors
New York
$334K +$130K +751 +64%
33 34
35
36 37