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Travelers Companies
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Overview Fund Activity

1,028 hedge funds and large institutions have $23.9B invested in Travelers Companies in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 290 increasing their positions, 446 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
21.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
100
Increased
290
Reduced
446
Closed
101
Calls
$134M
Puts
$113M
Net Calls
+$21.1M
Net Calls Change
-$9.37M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$983M
2
NI
Nuance Investments
Missouri
+$77.7M
3
EVM
Eaton Vance Management
Massachusetts
+$74.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$55.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$36.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$89.5M
4
Boston Partners
Boston Partners
Massachusetts
-$79.1M
5
Invesco
Invesco
Georgia
-$73.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
951
Carmichael Hill & Associates
Maryland
$16K – – –
PW
952
Price Wealth
Texas
$16K +$4.73K +42 +42%
SNT
953
Security National Trust
West Virginia
$15K – – –
CCM
954
Cribstone Capital Management
Maine
$15K – – –
SFSIG
955
San Francisco Sentry Investment Group
California
$14K -$8.92K -79 -39%
Loomis, Sayles & Company
956
Loomis, Sayles & Company
Massachusetts
$14K -$574 -5 -4%
BWL
957
Bogart Wealth LLC
Virginia
$14K – – –
GWMIA
958
Global Wealth Management Investment Advisory
Florida
$14K – – –
RTC
959
Riverview Trust Company
Washington
$14K – – –
CAM
960
Close Asset Management
United Kingdom
$13K -$58.3K -511 -82%
BFC
961
Bedel Financial Consulting
Indiana
$13K -$339 -3 -3%
MF
962
Manchester Financial
California
$13K – – –
RAM
963
Riggs Asset Management
Pennsylvania
$13K – – –
LB
964
Legacy Bridge
Iowa
$13K – – –
AWA
965
Arkadios Wealth Advisors
Georgia
$13K +$13K +109 New
OAJ
966
Ogorek Anthony Joseph
New York
$12K – – –
SGAM
967
Smith Group Asset Management
Texas
$12K +$5.46K +50 +83%
HB
968
Horizon Bancorp
Indiana
$11K – – –
BAM
969
Barrett Asset Management
New York
$11K – – –
DI
970
Disciplined Investments
Oklahoma
$11K – – –
AIC
971
Archer Investment Corporation
Indiana
$10.4K – – –
CCA
972
Column Capital Advisors
Indiana
$10K – – –
CFO
973
CVA Family Office
Colorado
$10K – – –
WLPWM
974
Walled Lake Planning & Wealth Management
Illinois
$10K – – –
HCM
975
Highlander Capital Management
New Jersey
$9K – – –
37 38
39
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