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Travelers Companies
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Overview Fund Activity

1,274 hedge funds and large institutions have $32.4B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 457 increasing their positions, 454 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+22
Holders Change %
+1.76%
% of All Funds
20.09%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
122
Increased
457
Reduced
454
Closed
92
Calls
$125M
Puts
$94.5M
Net Calls
+$30.2M
Net Calls Change
+$23.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$177M
2
Barclays
Barclays
United Kingdom
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$96.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$92.4M
5
BG
Bahl & Gaynor
Ohio
+$52M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$379M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$318M
3
Capital International Investors
Capital International Investors
California
-$317M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$239M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$64.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
926
Essex Savings Bank
Connecticut
$274K – – –
AWA
927
Arete Wealth Advisors
Illinois
$274K +$274K +1,577 New
KFS
928
Kurt F. Somerville
$274K – – –
JF
929
Jump Financial
Illinois
$273K +$273K +1,571 New
MCM
930
Monument Capital Management
Virginia
$273K +$39.4K +227 +17%
TW
931
TrinityPoint Wealth
Connecticut
$272K +$174 +1 +0.1%
CAG
932
Csenge Advisory Group
Florida
$272K +$521 +3 +0.2%
EP
933
Eudaimonia Partners
Tennessee
$272K +$272K +1,564 New
SIM
934
Sentry Investment Management
Wisconsin
$271K – – –
RC
935
Randolph Company
Ohio
$270K -$3.82K -22 -1%
DLCIG
936
D.L. Carlson Investment Group
New Hampshire
$269K -$17.5K -101 -6%
PP
937
PrairieView Partners
Minnesota
$269K +$269K +1,550 New
HWA
938
Heritage Wealth Advisors
Virginia
$269K – – –
SSB
939
Sandy Spring Bank
Maryland
$265K -$130K -751 -33%
SCM
940
Shelton Capital Management
Colorado
$264K +$13.2K +76 +5%
AIM
941
Aspen Investment Management
Michigan
$264K – – –
WSC
942
Wellington Shields & Co
New York
$264K -$695 -4 -0.3%
MCWS
943
McKinley Carter Wealth Services
West Virginia
$263K – – –
CFG
944
Carr Financial Group
Massachusetts
$263K – – –
APP
945
Avantax Planning Partners
Iowa
$263K +$4.86K +28 +2%
CI
946
CX Institutional
Indiana
$263K +$263K +1,514 New
IAS
947
Insigneo Advisory Services
Florida
$261K +$261K +1,503 New
Fiera Capital (Canada)
948
Fiera Capital (Canada)
Quebec, Canada
$261K +$261K +1,501 New
SDH
949
Sloy Dahl & Holst
Washington
$260K – – –
SB
950
Simmons Bank
Arkansas
$260K -$13.5K -78 -5%
36 37
38
39 40