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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 %
OWA
926
One Wealth Advisors
California
$230K +$4.7K +30 +2%
MSA
927
Marino Stram & Associates
Massachusetts
$228K – – –
FAM
928
Formidable Asset Management
Ohio
$227K -$113K -711 -33%
ST
929
Spinnaker Trust
Maine
$226K – – –
CCMD
930
Cypress Capital Management (Delaware)
Delaware
$225K – – –
SPI
931
Santori & Peters Inc
Pennsylvania
$225K +$156 +1 +0.1%
VCG
932
Vantage Consulting Group
Virginia
$224K +$17.7K +113 +9%
SA
933
Syntax Advisors
New York
$224K +$224K +1,434 New
GSEP
934
Golden State Equity Partners
California
$223K -$3.13K -20 -1%
NEAM
935
New England Asset Management
Connecticut
$223K +$223K +1,424 New
ACI
936
Alpha Cubed Investments
California
$222K – – –
GLA
937
Good Life Advisors
Pennsylvania
$221K -$3.91K -25 -2%
WCM
938
Windsor Capital Management
Arizona
$221K +$156 +1 +0.1%
OPTFSNA
939
Old Point Trust & Financial Services N A
Virginia
$221K +$221K +1,410 New
FTC
940
Farmers Trust Company
Ohio
$220K -$12.7K -81 -5%
FAM
941
Fulcrum Asset Management
United Kingdom
$220K -$220K – –
ERIM
942
Eagle Ridge Investment Management
Connecticut
$219K – – –
MCM
943
Manchester Capital Management
Vermont
$219K +$7.81K +50 +4%
HFG
944
Heron Financial Group
New York
$219K +$219K +1,303 New
DLA
945
Douglas Lane & Associates
New York
$218K – – –
GL
946
Graypoint LLC
New York
$216K +$4.23K +27 +2%
WA
947
Waverly Advisors
Alabama
$213K +$213K +1,239 New
CCFCSB
948
Cape Cod Five Cents Savings Bank
Massachusetts
$213K +$213K +1,361 New
CRC
949
Curi RMB Capital
Illinois
$211K – – –
PP
950
PrairieView Partners
Minnesota
$211K – – –
36 37
38
39 40