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Travelers Companies
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Overview Fund Activity

1,116 hedge funds and large institutions have $29.5B invested in Travelers Companies in 2020 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 306 increasing their positions, 423 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+102
Holders Change %
+10.06%
% of All Funds
19.8%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.14%
New
192
Increased
306
Reduced
423
Closed
72
Calls
$105M
Puts
$103M
Net Calls
+$2.54M
Net Calls Change
-$52.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$387M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
3
ClearBridge Investments
ClearBridge Investments
New York
+$83.9M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$71.2M
5
Capital International Investors
Capital International Investors
California
+$64.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$92.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$74M
3
Norges Bank
Norges Bank
Norway
-$73.9M
4
Millennium Management
Millennium Management
New York
-$59.7M
5
State Street
State Street
Massachusetts
-$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
901
Standard Family Office
South Dakota
$168K +$168K +1,199 New
CFA
902
Carroll Financial Associates
North Carolina
$164K +$2.8K +20 +2%
BCM
903
Blume Capital Management
California
$158K -$3.51K -25 -2%
KFI
904
Key Financial Inc
Pennsylvania
$147K +$147K +1,049 New
ADIM
905
Alpha DNA Investment Management
Maryland
$146K +$146K +1,042 New
EW
906
Evoke Wealth
California
$142K -$68.3K -485 -32%
IFAM
907
Institutional & Family Asset Management
Colorado
$141K +$701 +5 +0.5%
TI
908
Truehand Inc
New Hampshire
$140K – – –
POIA
909
Pin Oak Investment Advisors
Texas
$140K – – –
LC
910
Lindbrook Capital
California
$137K – – –
T
911
TOBAM
France
$136K +$24.5K +174 +22%
LGA
912
Lebenthal Global Advisors
New York
$136K +$136K +975 New
SBSB
913
Sullivan, Bruyette, Speros & Blaney
Virginia
$131K – – –
AF
914
Allworth Financial
California
$131K – – –
ECM
915
Estabrook Capital Management
New York
$129K -$842 -6 -0.6%
TAIM
916
TD Ameritrade Investment Management
Nebraska
$125K -$41.3K -293 -25%
KTC
917
Kistler-Tiffany Companies
Pennsylvania
$122K – – –
PK
918
Pflug Koory
Nebraska
$117K – – –
GLLW
919
Graves Light Lenhart Wealth
Virginia
$114K +$114K +815 New
FPFS
920
First Personal Financial Services
North Carolina
$113K – – –
TIM
921
Tortoise Investment Management
New York
$111K +$36.7K +262 +49%
GEA
922
Glen Eagle Advisors
New Jersey
$111K – – –
PWMG
923
Prestige Wealth Management Group
New Jersey
$108K -$18.6K -132 -15%
CAGAS
924
Capital Advisory Group Advisory Services
Minnesota
$106K +$6.19K +44 +6%
JWM
925
Janiczek Wealth Management
Colorado
$106K +$69.3K +494 +189%
35 36
37
38 39