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Travelers Companies
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Overview Fund Activity

1,252 hedge funds and large institutions have $32.2B invested in Travelers Companies in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 397 increasing their positions, 489 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-37
Holders Change %
-2.87%
% of All Funds
20.04%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
111
Increased
397
Reduced
489
Closed
117
Calls
$166M
Puts
$159M
Net Calls
+$6.65M
Net Calls Change
+$59.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$210M
2
BG
Bahl & Gaynor
Ohio
+$119M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$115M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$104M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$64.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$356M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$282M
3
Capital International Investors
Capital International Investors
California
-$204M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$203M
5
State Street
State Street
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
926
McKinley Carter Wealth Services
West Virginia
$260K -$24K -140 -8%
CFG
927
Carr Financial Group
Massachusetts
$260K – – –
GWANC
928
Guardian Wealth Advisors (North Carolina)
North Carolina
$260K +$5.31K +31 +2%
KAM
929
Knightsbridge Asset Management
California
$257K -$11.8K -69 -4%
SDH
930
Sloy Dahl & Holst
Washington
$257K -$12.9K -75 -5%
WE
931
Wealth Effects
Massachusetts
$257K +$171 +1 +0.1%
ATFA
932
All Terrain Financial Advisors
Minnesota
$256K – – –
HCM
933
Howland Capital Management
Massachusetts
$256K – – –
TNB
934
Thomasville National Bank
Georgia
$255K -$4.97K -29 -2%
APP
935
Avantax Planning Partners
Iowa
$255K -$18.3K -107 -7%
MSA
936
Marino Stram & Associates
Massachusetts
$254K +$514 +3 +0.2%
WCM
937
Windsor Capital Management
Arizona
$253K +$343 +2 +0.1%
CWM
938
Calamos Wealth Management
Illinois
$252K -$32.9K -192 -12%
KF
939
Krilogy Financial
Missouri
$252K – – –
SIA
940
Schear Investment Advisers
Ohio
$250K +$14.7K +86 +6%
CA
941
Claro Advisors
Massachusetts
$249K -$34.1K -199 -12%
WSFS
942
Wilmington Savings Fund Society
Delaware
$249K -$7.89K -46 -3%
TIA
943
Tiemann Investment Advisors
California
$249K -$10.3K -60 -4%
GSEP
944
Golden State Equity Partners
California
$248K +$248K +1,449 New
SCM
945
Shelton Capital Management
Colorado
$248K -$11.5K -67 -4%
PIP
946
Peachtree Investment Partners
Florida
$247K -$51.6K -301 -17%
FOA
947
Five Oceans Advisors
California
$246K -$18.3K -107 -7%
CRC
948
Curi RMB Capital
Illinois
$245K +$245K +1,431 New
AIM
949
Anchor Investment Management
South Carolina
$244K – – –
WPA
950
West Paces Advisors
Georgia
$244K +$168K +982 +222%
36 37
38
39 40