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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 %
HI
1026
Harbour Investments
Wisconsin
$125K +$125K +738 New
GLLW
1027
Graves Light Lenhart Wealth
Virginia
$124K -$14.1K -83 -10%
FPS
1028
Fieldpoint Private Securities
Connecticut
$123K -$2.86K -17 -2%
VNA
1029
Valley National Advisers
Pennsylvania
$123K – – –
KTC
1030
Kistler-Tiffany Companies
Pennsylvania
$115K -$10.2K -60 -8%
ATC
1031
Adirondack Trust Company
New York
$115K – – –
SIC
1032
Salem Investment Counselors
North Carolina
$114K +$12.6K +75 +12%
MMG
1033
Monetary Management Group
Missouri
$110K – – –
PCH
1034
Polar Capital Holdings
United Kingdom
$108K -$4.73K -27,945 -4%
CHC
1035
City Holding Co
West Virginia
$108K -$4.76K -28 -4%
AFS
1036
Annapolis Financial Services
Maryland
$108K – – –
DWA
1037
Dougherty Wealth Advisers
Minnesota
$106K – – –
CMBA
1038
C.M. Bidwell & Associates
Hawaii
$106K +$106K +627 New
BWM
1039
Baystate Wealth Management
Massachusetts
$104K +$170 +1 +0.2%
SOW
1040
State of Wyoming
Wyoming
$103K -$22.8K -135 -18%
PWC
1041
PYA Waltman Capital
Tennessee
$103K +$10.3K +61 +11%
EWM
1042
Endurance Wealth Management
Rhode Island
$101K – – –
BCA
1043
Bray Capital Advisors
Florida
$101K – – –
JGIA
1044
Jackson Grant Investment Advisers
Connecticut
$98K +$337 +2 +0.3%
HFS
1045
Heritage Financial Services
Massachusetts
$98K +$98K +582 New
PI
1046
PineBridge Investments
New York
$96K -$3.01M -17,830 -97%
AWM
1047
Avior Wealth Management
Nebraska
$95K +$168 +1 +0.2%
GRP
1048
Global Retirement Partners
California
$94K -$842 -5 -0.9%
ODG
1049
O'Dell Group
Ohio
$91K – – –
FWM
1050
Focused Wealth Management
New York
$90K +$508 +3 +0.6%
40 41
42
43 44