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Travelers Companies
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Overview Fund Activity

1,161 hedge funds and large institutions have $31.3B invested in Travelers Companies in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 379 increasing their positions, 411 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+45
Holders Change %
+4.03%
% of All Funds
20.44%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
130
Increased
379
Reduced
411
Closed
72
Calls
$95.3M
Puts
$77.1M
Net Calls
+$18.2M
Net Calls Change
+$15.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$220M
2
Capital International Investors
Capital International Investors
California
+$205M
3
State Street
State Street
Massachusetts
+$139M
4
CCM
Cullen Capital Management
New York
+$74.6M
5
BlackRock
BlackRock
New York
+$63.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$372M
2
NI
Nuance Investments
Missouri
-$134M
3
Bank of America
Bank of America
North Carolina
-$108M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$89.3M
5
SCCM
Schafer Cullen Capital Management
New York
-$72.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
1001
Bray Capital Advisors
Florida
$75K – – –
AWM
1002
Accel Wealth Management
Iowa
$75K – – –
COCM
1003
Charter Oak Capital Management
New Hampshire
$72K +$26.5K +175 +58%
FFC
1004
First Financial Corp
Indiana
$71K -$7.54K -50 -10%
FCFS
1005
First Command Financial Services
Texas
$71K – – –
FCB
1006
First Command Bank
Texas
$71K – – –
DSC
1007
Duncker Streett & Co
Missouri
$71K +$301 +2 +0.4%
IAS
1008
IMA Advisory Services
Colorado
$69K – – –
MGIM
1009
M&G Investment Management
United Kingdom
$68.5K -$19.6K -130,913 -22%
GI
1010
Gradient Investments
Minnesota
$65K -$7.51K -50 -10%
CWA
1011
Clearview Wealth Advisors
Oregon
$65K +$302 +2 +0.5%
MWP
1012
Meridian Wealth Partners
Pennsylvania
$64K +$18.7K +124 +41%
MCA
1013
Mercer Capital Advisers
New Jersey
$62K – – –
PWM
1014
Prentice Wealth Management
New York
$60K +$60K +400 New
GAM
1015
Gemmer Asset Management
California
$58K – – –
LF
1016
Lee Financial
Texas
$57K – – –
NIM
1017
NuWave Investment Management
New Jersey
$56K +$56K +370 New
ZB
1018
Zions Bancorporation
Utah
$55K -$33K -221 -38%
PSB
1019
Piscataqua Savings Bank
New Hampshire
$54K +$54K +360 New
GRP
1020
Global Retirement Partners
California
$53K -$9.51K -63 -15%
CBT
1021
Central Bank & Trust
Kentucky
$51K -$3K -20 -6%
AFS
1022
Annapolis Financial Services
Maryland
$51K – – –
CI
1023
CX Institutional
Indiana
$51K +$12.9K +86 +34%
JWA
1024
JFS Wealth Advisors
Pennsylvania
$48K -$5.3K -35 -10%
LWA
1025
Lenox Wealth Advisors
New York
$48K – – –
39 40
41
42 43