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Travelers Companies
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Overview Fund Activity

1,028 hedge funds and large institutions have $23.9B invested in Travelers Companies in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 290 increasing their positions, 446 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
21.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
100
Increased
290
Reduced
446
Closed
101
Calls
$134M
Puts
$113M
Net Calls
+$21.1M
Net Calls Change
-$9.37M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$983M
2
NI
Nuance Investments
Missouri
+$77.7M
3
EVM
Eaton Vance Management
Massachusetts
+$74.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$55.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$36.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$89.5M
4
Boston Partners
Boston Partners
Massachusetts
-$79.1M
5
Invesco
Invesco
Georgia
-$73.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
901
RBC Europe
United Kingdom
$45.2K – – –
LFG
902
LifePlan Financial Group
Ohio
$45K – – –
LWA
903
Lenox Wealth Advisors
New York
$45K +$45K +398 New
GAM
904
Gemmer Asset Management
California
$44K – – –
LF
905
Lee Financial
Texas
$43K +$22.6K +200 +110%
TSW
906
Thompson Siegel & Walmsley
Virginia
$41K – – –
CBT
907
Central Bank & Trust
Kentucky
$41K – – –
JWA
908
JFS Wealth Advisors
Pennsylvania
$36K +$114 +1 +0.3%
TFO
909
Tarbox Family Office
California
$36K +$3.9K +34 +12%
SBL
910
Sargent Bickham Lagudis
Colorado
$34K -$16.1K -141 -32%
BCM
911
Birch Capital Management
Texas
$34K – – –
MWP
912
Meridian Wealth Partners
Pennsylvania
$34K – – –
EWP
913
Engrave Wealth Partners
Texas
$34K – – –
TH
914
TCTC Holdings
Texas
$34K +$34K +298 New
FP
915
Financial Perspectives
Minnesota
$33.1K – – –
AWM
916
Avior Wealth Management
Nebraska
$33K +$226 +2 +0.7%
WPA
917
West Paces Advisors
Georgia
$32.2K – – –
HFM
918
Hartford Financial Management
Connecticut
$32K -$85.4K -742 -73%
SCM
919
Silvant Capital Management
Georgia
$32K – – –
JGIA
920
Jackson Grant Investment Advisers
Connecticut
$32K +$230 +2 +0.7%
BCA
921
Berman Capital Advisors
Georgia
$31K -$7.37K -67 -19%
PFGIA
922
Patriot Financial Group Insurance Agency
Massachusetts
$30K – – –
CA
923
Crewe Advisors
Utah
$29K – – –
TCM
924
Tradewinds Capital Management
Washington
$29K – – –
BL
925
Balentine LLC
Georgia
$29K +$16.5K +144 +132%
35 36
37
38 39