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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 %
PCP
876
Proficio Capital Partners
Massachusetts
$317K +$25.2K +147 +9%
SIMM
877
Stillwater Investment Management (Minnesota)
Minnesota
$316K +$171 +1 +0.1%
CA
878
Clearstead Advisors
Ohio
$314K +$12K +70 +4%
EWM
879
Evermay Wealth Management
Virginia
$313K -$38.6K -225 -11%
AF
880
Advisornet Financial
Minnesota
$310K -$5.14K -30 -2%
AMG
881
Advisors Management Group
Wisconsin
$310K – – –
GPWA
882
Great Point Wealth Advisors
Massachusetts
$304K – – –
WA
883
Wealth Alliance
New York
$302K +$302K +1,765 New
PJSIMP
884
P.J. Schmidt Investment Management (PJS)
Wisconsin
$301K +$3.61K +20 +1%
FWM
885
FFT Wealth Management
Pennsylvania
$301K +$22.1K +129 +8%
MFS
886
Mirabella Financial Services
United Kingdom
$299K +$299K +1,742 New
BL
887
BFSG LLC
California
$298K – – –
PA
888
Procyon Advisors
Connecticut
$296K +$7.37K +43 +3%
SMC
889
Smith, Moore & Co
Missouri
$293K – – –
SFS
890
Sowell Financial Services
Arkansas
$293K +$293K +1,712 New
SCP
891
Sender Company & Partners
New York
$293K +$293K +1,708 New
DWP
892
Destiny Wealth Partners
Florida
$292K -$40.1K -234 -12%
RWA
893
Ropes Wealth Advisors
Massachusetts
$292K -$64.1K -374 -18%
NRS
894
Neville Rodie & Shaw
New York
$291K – – –
PBC
895
Pavion Blue Capital
California
$289K – – –
FAFN
896
First Affirmative Financial Network
Colorado
$287K +$3.6K +21 +1%
BHWM
897
Bar Harbor Wealth Management
New Hampshire
$286K – – –
AWE
898
Avidian Wealth Enterprises
Texas
$285K +$285K +1,664 New
DLCIG
899
D.L. Carlson Investment Group
New Hampshire
$283K -$4.28K -25 -1%
ACA
900
Aptus Capital Advisors
Alabama
$281K -$10.3K -60 -4%
34 35
36
37 38