TRV icon

Travelers Companies
TRV

Overview Fund Activity

1,215 hedge funds and large institutions have $31.1B invested in Travelers Companies in 2021 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 387 increasing their positions, 403 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+91
Holders Change %
+8.1%
% of All Funds
18.76%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
175
Increased
387
Reduced
403
Closed
64
Calls
$114M
Puts
$79.7M
Net Calls
+$34.1M
Net Calls Change
+$39.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$302M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$261M
3
Barclays
Barclays
United Kingdom
+$139M
4
EVM
Eaton Vance Management
Massachusetts
+$66.4M
5
Goldman Sachs
Goldman Sachs
New York
+$63.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$761M
2
Bank of America
Bank of America
North Carolina
-$187M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
-$151M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$108M
5
BlackRock
BlackRock
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
901
Centaurus Financial
California
$246K +$4.22K +27 +2%
BFA
902
Brendel Financial Advisors
New Hampshire
$246K +$246K +1,570 New
MYIA
903
Mount Yale Investment Advisors
Colorado
$245K – – –
FWM
904
Fairhaven Wealth Management
Illinois
$244K -$14.2K -91 -6%
WT
905
Washington Trust
Rhode Island
$244K +$10.2K +65 +4%
WPA
906
Winning Points Advisors
Florida
$244K +$244K +1,634 New
FWM
907
Focused Wealth Management
New York
$242K +$23.9K +153 +11%
BFS
908
Bickling Financial Services
Massachusetts
$241K +$15.2K +97 +7%
HWA
909
Heritage Wealth Advisors
Virginia
$240K +$156 +1 +0.1%
WSC
910
Wellington Shields & Co
New York
$239K – – –
SDH
911
Sloy Dahl & Holst
Washington
$239K – – –
VCM
912
Vigilant Capital Management
Maine
$239K +$12K +77 +5%
AIM
913
Aspen Investment Management
Michigan
$238K – – –
APP
914
Avantax Planning Partners
Iowa
$237K – – –
CA
915
Clearstead Advisors
Ohio
$237K +$17.2K +110 +8%
AIM
916
Anchor Investment Management
South Carolina
$236K – – –
OWP
917
Obermeyer Wealth Partners
Colorado
$235K – – –
LW
918
Linscomb Wealth
Texas
$234K – – –
ATFA
919
All Terrain Financial Advisors
Minnesota
$234K – – –
VCA
920
Verdence Capital Advisors
Maryland
$234K +$2.35K +15 +1%
OPA
921
Old Port Advisors
Maine
$233K -$3.57K -22 -2%
PCG
922
Private Capital Group
Connecticut
$231K -$17.7K -113 -7%
SCA
923
Sippican Capital Advisors
Massachusetts
$231K -$3.92K -25 -2%
GVAG
924
Great Valley Advisor Group
Delaware
$231K -$313 -2 -0.1%
HNWA
925
Henrickson Nauta Wealth Advisors
Michigan
$231K +$231K +1,370 New
35 36
37
38 39