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Travelers Companies
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Overview Fund Activity

1,210 hedge funds and large institutions have $32.8B invested in Travelers Companies in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 450 increasing their positions, 398 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
-55
Holders Change %
-4.35%
% of All Funds
20.46%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
92
Increased
450
Reduced
398
Closed
124
Calls
$124M
Puts
$145M
Net Calls
-$21M
Net Calls Change
+$71.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$219M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$195M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$106M
4
Invesco
Invesco
Georgia
+$70.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$62.7M

Top Sellers

1
State Street
State Street
Massachusetts
-$153M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$147M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$122M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$75.2M
5
Barclays
Barclays
United Kingdom
-$71.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BO
951
Bank OZK
Arkansas
$220K – – –
OC
952
Oakworth Capital
Alabama
$220K – – –
KF
953
Krilogy Financial
Missouri
$219K -$2.71K -16 -1%
LS
954
Livforsakringsbolaget Skandia
Sweden
$218K -$169K -1,000 -44%
IWM
955
IHT Wealth Management
Illinois
$218K +$10.1K +60 +5%
FFA
956
First Foundation Advisors
California
$218K +$218K +1,291 New
IA
957
IFP Advisors
Florida
$216K – – –
FTC
958
Farmers Trust Company
Ohio
$213K -$24.6K -146 -10%
OPTFSNA
959
Old Point Trust & Financial Services N A
Virginia
$213K – – –
DP
960
Dearborn Partners
Illinois
$213K +$169 +1 +0.1%
PFBT
961
Parkside Financial Bank & Trust
Missouri
$213K +$18.9K +112 +10%
CT
962
Chicago Trust
Illinois
$211K – – –
MSFS
963
Main Street Financial Solutions
Pennsylvania
$209K -$83K -490 -28%
SPI
964
Santori & Peters Inc
Pennsylvania
$209K -$34.5K -204 -14%
WA
965
Waverly Advisors
Alabama
$209K -$1.36K -8 -0.6%
CWM
966
Cornerstone Wealth Management
Missouri
$209K – – –
MWM
967
Meridian Wealth Management
Kentucky
$209K +$209K +1,238 New
NFP
968
Narus Financial Partners
Utah
$209K -$10.7K -63 -5%
LCM
969
Liberty Capital Management
Michigan
$208K – – –
ACM
970
Advisors Capital Management
New Jersey
$208K +$208K +1,231 New
CCFCSB
971
Cape Cod Five Cents Savings Bank
Massachusetts
$207K -$11K -65 -5%
CFS
972
CRA Financial Services
New Jersey
$207K -$1.02K -6 -0.5%
LTI
973
Laffer Tengler Investments
Tennessee
$206K – – –
MA
974
Mutual Advisors
Nebraska
$205K +$1.52K +9 +0.7%
VCM
975
Vigilant Capital Management
Maine
$205K +$7.28K +43 +4%
37 38
39
40 41