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Travelers Companies
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Overview Fund Activity

1,265 hedge funds and large institutions have $35.8B invested in Travelers Companies in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 423 increasing their positions, 437 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,265
Holders Change
+50
Holders Change %
+4.12%
% of All Funds
20.02%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
150
Increased
423
Reduced
437
Closed
82
Calls
$117M
Puts
$209M
Net Calls
-$92.2M
Net Calls Change
-$126M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$606M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$285M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
4
Millennium Management
Millennium Management
New York
+$66.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$40.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$413M
2
Barclays
Barclays
United Kingdom
-$204M
3
BlackRock
BlackRock
New York
-$190M
4
NI
Nuance Investments
Missouri
-$148M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
901
GW & Wade
Massachusetts
$287K +$182 +1 +0.1%
FWM
902
Fairhaven Wealth Management
Illinois
$285K – – –
AWA
903
Aaron Wealth Advisors
Illinois
$285K +$285K +52,078 New
MA
904
MJP Associates
Connecticut
$284K +$284K +1,557 New
PJSIMP
905
P.J. Schmidt Investment Management (PJS)
Wisconsin
$282K -$599K -3,505 -68%
BFS
906
Bickling Financial Services
Massachusetts
$282K +$548 +3 +0.2%
PCIA
907
Prime Capital Investment Advisors
Kansas
$281K -$8.62K -55 -3%
HWA
908
Heritage Wealth Advisors
Virginia
$281K – – –
NQWM
909
Northwest Quadrant Wealth Management
Oregon
$281K +$281K +1,545 New
ECM
910
Evergreen Capital Management
Washington
$279K -$194K -1,059 -41%
WSC
911
Wellington Shields & Co
New York
$279K – – –
LW
912
Linscomb Wealth
Texas
$279K +$5.31K +29 +2%
AIM
913
Aspen Investment Management
Michigan
$278K – – –
APP
914
Avantax Planning Partners
Iowa
$278K +$913 +5 +0.3%
WCM
915
Windsor Capital Management
Arizona
$278K +$19.9K +109 +8%
AIM
916
Anchor Investment Management
South Carolina
$276K – – –
CF
917
Centaurus Financial
California
$275K -$12.4K -68 -4%
BFO
918
Boston Family Office
Massachusetts
$274K -$73.1K -400 -21%
TIA
919
Tiemann Investment Advisors
California
$274K -$26.1K -143 -9%
OWP
920
Obermeyer Wealth Partners
Colorado
$274K – – –
ATFA
921
All Terrain Financial Advisors
Minnesota
$273K – – –
BP
922
BBR Partners
New York
$272K +$272K +1,486 New
ZCA
923
Zeke Capital Advisors
Pennsylvania
$272K +$272K +1,490 New
SCA
924
Sippican Capital Advisors
Massachusetts
$270K – – –
GVAG
925
Great Valley Advisor Group
Delaware
$270K +$183 +1 +0.1%
35 36
37
38 39