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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 %
BFA
951
Beaumont Financial Advisors
Massachusetts
$210K – – –
CPIA
952
Cornell Pochily Investment Advisors
New York
$209K – – –
BHWM
953
Bar Harbor Wealth Management
New Hampshire
$208K – – –
GBT
954
Grove Bank & Trust
Florida
$208K – – –
CAGAS
955
Capital Advisory Group Advisory Services
Minnesota
$208K +$8.75K +56 +4%
PI
956
Pettee Investors
Connecticut
$207K – – –
WI
957
Wedgewood Investors
Pennsylvania
$206K -$6.24K -40 -3%
CW
958
Connectus Wealth
Ohio
$206K +$206K +1,312 New
KF
959
Krilogy Financial
Missouri
$205K +$205K +1,311 New
OC
960
Oakworth Capital
Alabama
$204K – – –
VST
961
Van Strum & Towne
California
$204K +$204K +1,304 New
JF
962
Jump Financial
Illinois
$204K +$204K +1,305 New
TCA
963
Transcend Capital Advisors
New Jersey
$203K +$6.42K +41 +3%
KCM
964
Karp Capital Management
California
$203K +$203K +1,298 New
BO
965
Bank OZK
Arkansas
$203K +$203K +1,299 New
PCMC
966
Paragon Capital Management (Colorado)
Colorado
$203K +$203K +1,300 New
UWM
967
USAdvisors Wealth Management
Minnesota
$201K +$201K +1,282 New
HPM
968
Hudson Portfolio Management
New York
$201K +$201K +1,285 New
EA
969
Echo45 Advisors
California
$201K +$201K +1,286 New
EARNEST Partners
970
EARNEST Partners
Georgia
$192K -$2.98K -19 -2%
1IA
971
1834 Investment Advisors
Wisconsin
$192K – – –
CFA
972
Carroll Financial Associates
North Carolina
$191K -$53.2K -342 -22%
LTI
973
Laffer Tengler Investments
Tennessee
$190K – – –
NICM
974
Neo Ivy Capital Management
New York
$188K +$188K +1,203 New
PMFA
975
Plante Moran Financial Advisors
Michigan
$187K -$58.3K -373 -24%
37 38
39
40 41