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Travelers Companies
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Overview Fund Activity

1,191 hedge funds and large institutions have $29.4B invested in Travelers Companies in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 412 increasing their positions, 435 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,191
Holders Change
-19
Holders Change %
-1.57%
% of All Funds
20.59%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
102
Increased
412
Reduced
435
Closed
111
Calls
$112M
Puts
$173M
Net Calls
-$61.5M
Net Calls Change
-$40.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$236M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$70.6M
3
Man Group
Man Group
United Kingdom
+$61.2M
4
Barclays
Barclays
United Kingdom
+$41M
5
Truist Financial
Truist Financial
North Carolina
+$38.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$247M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$129M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$86.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$81.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
901
Kurt F. Somerville
$241K – – –
TW
902
TrinityPoint Wealth
Connecticut
$240K +$240K +1,569 New
NQWM
903
Northwest Quadrant Wealth Management
Oregon
$239K +$1.23K +8 +0.5%
KAM
904
Knightsbridge Asset Management
California
$239K +$239K +1,563 New
Capstone Investment Advisors
905
Capstone Investment Advisors
New York
$238K +$174K +1,135 +270%
OPS
906
Orion Portfolio Solutions
Nebraska
$237K -$9.51K -62 -4%
BFS
907
Bickling Financial Services
Massachusetts
$237K -$8.45K -55 -3%
EP
908
Eudaimonia Partners
Tennessee
$236K -$58.1K -379 -20%
HWA
909
Heritage Wealth Advisors
Virginia
$235K +$153 +1 +0.1%
FAM
910
Formidable Asset Management
Ohio
$235K -$12.8K -73 -5%
CWM
911
Calamos Wealth Management
Illinois
$234K +$4.89K +32 +2%
IA
912
IFP Advisors
Florida
$234K +$20K +205 +9%
WSC
913
Wellington Shields & Co
New York
$233K -$612 -4 -0.3%
APP
914
Avantax Planning Partners
Iowa
$233K – – –
AIM
915
Aspen Investment Management
Michigan
$233K – – –
BCA
916
Bay Colony Advisors
Massachusetts
$233K +$460 +3 +0.2%
SCM
917
Shelton Capital Management
Colorado
$232K -$10.6K -69 -4%
AIM
918
Anchor Investment Management
South Carolina
$231K – – –
TIA
919
Tiemann Investment Advisors
California
$231K +$1.53K +10 +0.7%
WSFS
920
Wilmington Savings Fund Society
Delaware
$230K -$17.2K -112 -7%
TNB
921
Thomasville National Bank
Georgia
$230K -$10.1K -66 -4%
OWP
922
Obermeyer Wealth Partners
Colorado
$230K – – –
ATFA
923
All Terrain Financial Advisors
Minnesota
$229K – – –
ZCA
924
Zeke Capital Advisors
Pennsylvania
$229K +$307 +2 +0.1%
HCM
925
Howland Capital Management
Massachusetts
$229K +$229K +1,494 New
35 36
37
38 39