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Travelers Companies
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Overview Fund Activity

1,252 hedge funds and large institutions have $32.2B invested in Travelers Companies in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 397 increasing their positions, 489 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-37
Holders Change %
-2.87%
% of All Funds
20.04%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
111
Increased
397
Reduced
489
Closed
117
Calls
$166M
Puts
$159M
Net Calls
+$6.65M
Net Calls Change
+$59.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$210M
2
BG
Bahl & Gaynor
Ohio
+$119M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$115M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$104M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$64.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$356M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$282M
3
Capital International Investors
Capital International Investors
California
-$204M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$203M
5
State Street
State Street
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWWM
951
Great Waters Wealth Management
Minnesota
$244K +$718 +4 +0.3%
SCM
952
Stevens Capital Management
Pennsylvania
$243K +$243K +1,419 New
EARNEST Partners
953
EARNEST Partners
Georgia
$242K – – –
RSWM
954
Robertson Stephens Wealth Management
California
$242K +$32.1K +187 +15%
ST
955
Spinnaker Trust
Maine
$241K – – –
VWMG
956
Virginia Wealth Management Group
Virginia
$240K +$1.37K +8 +0.6%
ERIM
957
Eagle Ridge Investment Management
Connecticut
$240K – – –
MWM
958
Meridian Wealth Management
Kentucky
$239K -$30.3K -177 -11%
GBT
959
Grove Bank & Trust
Florida
$238K +$7.37K +43 +3%
MA
960
Mutual Advisors
Nebraska
$237K +$2.23K +13 +0.9%
HNWA
961
Henrickson Nauta Wealth Advisors
Michigan
$235K – – –
Bank Julius Baer & Co
962
Bank Julius Baer & Co
Switzerland
$234K -$1.75M -10,228 -88%
MCM
963
Manchester Capital Management
Vermont
$233K +$233K +1,360 New
NP
964
NorthRock Partners
Minnesota
$232K -$20.2K -118 -8%
JWA
965
JFS Wealth Advisors
Pennsylvania
$232K +$3.77K +22 +2%
NHT
966
New Hampshire Trust
New Hampshire
$230K -$44.1K -257 -16%
CT
967
Chicago Trust
Illinois
$230K – – –
MCM
968
Monument Capital Management
Virginia
$230K -$30K -175 -12%
RG
969
Renaissance Group
Kentucky
$230K -$13.2K -77 -5%
CWM
970
Congress Wealth Management
Massachusetts
$230K +$8.57K +50 +4%
BMCM
971
Bryn Mawr Capital Management
Pennsylvania
$229K – – –
LT
972
Legacy Trust
Michigan
$229K +$5.66K +33 +3%
DFG
973
Delta Financial Group
New Jersey
$228K +$515 +3 +0.2%
JWM
974
Janiczek Wealth Management
Colorado
$228K -$18K -107 -7%
RCAG
975
Rehmann Capital Advisory Group
Michigan
$227K -$8.57K -50 -4%
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