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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 %
FRA
1001
Front Row Advisors
California
$4K – – –
KWM
1002
Keebeck Wealth Management
Illinois
$4K +$4K +40 New
TI
1003
tru Independence
Oregon
$3.99K +$13 +113 +0.3%
AAP
1004
Arax Advisory Partners
Colorado
$3K -$2.28K -22 -43%
LWM
1005
Liberty Wealth Management
California
$3K – – –
DOA
1006
D'Orazio & Associates
Virginia
$3K – – –
LFG
1007
Larson Financial Group
Missouri
$3K – – –
UFF
1008
USA Financial Formulas
Michigan
$3K +$3K +28 New
CFD
1009
Creative Financial Designs
Indiana
$3K +$3K +29 New
PO
1010
Private Ocean
California
$2K – – –
HIM
1011
Hillsdale Investment Management
Ontario, Canada
$2K – – –
CFN
1012
Cordasco Financial Network
Florida
$2K – – –
CAL
1013
Capital Analysts LLC
Pennsylvania
$2K – – –
IWP
1014
IAG Wealth Partners
Wisconsin
$2K – – –
PG
1015
Proffitt & Goodson
Tennessee
$2K – – –
FCH
1016
Freestone Capital Holdings
Washington
$1.13K -$204 -1,793 -15%
BBHC
1017
Brown Brothers Harriman & Co
New York
$1K -$52.5K -525 -98%
CTB
1018
Country Trust Bank
Illinois
$1K – – –
TCM
1019
Tanaka Capital Management
New York
$1K – – –
PFO
1020
Pathstone Family Office
New Jersey
$1K – – –
EWM
1021
Edge Wealth Management
New York
$1K – – –
PCFFS
1022
Pacific Center for Financial Services
California
$1K – – –
HR
1023
Howe & Rusling
New York
$1K +$100 +1 +11%
ST
1024
Sageworth Trust
Pennsylvania
$1K +$1K +7 New
RA
1025
Rational Advisors
New York
$1K +$1K +9 New
39 40
41
42 43