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Travelers Companies
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Overview Fund Activity

1,116 hedge funds and large institutions have $29.5B invested in Travelers Companies in 2020 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 306 increasing their positions, 423 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+102
Holders Change %
+10.06%
% of All Funds
19.8%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.14%
New
192
Increased
306
Reduced
423
Closed
72
Calls
$105M
Puts
$103M
Net Calls
+$2.54M
Net Calls Change
-$52.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$387M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
3
ClearBridge Investments
ClearBridge Investments
New York
+$83.9M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$71.2M
5
Capital International Investors
Capital International Investors
California
+$64.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$92.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$74M
3
Norges Bank
Norges Bank
Norway
-$73.9M
4
Millennium Management
Millennium Management
New York
-$59.7M
5
State Street
State Street
Massachusetts
-$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
951
Monetary Management Group
Missouri
$70K – – –
BCA
952
Bray Capital Advisors
Florida
$70K – – –
SWA
953
Safir Wealth Advisors
New Hampshire
$70K +$70K +500 New
AWM
954
Accel Wealth Management
Iowa
$70K +$70K +501 New
SIAG
955
Safeguard Investment Advisory Group
California
$67K +$67K +480 New
DSC
956
Duncker Streett & Co
Missouri
$66K – – –
BWM
957
Birchcreek Wealth Management
Ohio
$66K +$66K +475 New
FCB
958
First Command Bank
Texas
$65K – – –
FCFS
959
First Command Financial Services
Texas
$65K – – –
EFSCE
960
Enterprise Financial Services Corp (EFSC)
Missouri
$65K +$563 +4 +0.9%
IAS
961
IMA Advisory Services
Colorado
$64K – – –
FPS
962
Fieldpoint Private Securities
Connecticut
$63K +$63K +449 New
BCA
963
Berman Capital Advisors
Georgia
$61K +$21.7K +156 +55%
CWA
964
Clearview Wealth Advisors
Oregon
$60K +$60K +429 New
IF
965
Ironwood Financial
Arizona
$59K +$59K +419 New
GRP
966
Global Retirement Partners
California
$58K -$2.1K -15 -3%
MCA
967
Mercer Capital Advisers
New Jersey
$58K – – –
GAM
968
Gemmer Asset Management
California
$54K – – –
LF
969
Lee Financial
Texas
$53K – – –
GI
970
Gradient Investments
Minnesota
$52K – – –
CBT
971
Central Bank & Trust
Kentucky
$51K – – –
RA
972
Reby Advisors
Connecticut
$50K +$50K +355 New
JWA
973
JFS Wealth Advisors
Pennsylvania
$49K +$5.01K +36 +11%
FWM
974
Filbrandt Wealth Management
Wisconsin
$49K +$10.1K +73 +26%
AFS
975
Annapolis Financial Services
Maryland
$47K +$47K +338 New
37 38
39
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