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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 %
FMII
1026
Farmers & Merchants Investments Inc
Nebraska
$193K +$6.86K +40 +4%
WT
1027
Washington Trust
Rhode Island
$193K -$5.31K -31 -3%
PCM
1028
Pointe Capital Management
Michigan
$189K – – –
BCM
1029
Blume Capital Management
California
$189K – – –
Capstone Investment Advisors
1030
Capstone Investment Advisors
New York
$189K +$189K +1,100 New
VCM
1031
Vigilant Capital Management
Maine
$185K – – –
RI
1032
Ridgewood Investments
New Jersey
$184K -$6.52K -38 -3%
CB
1033
Centennial Bank
Arkansas
$183K – – –
AAP
1034
Arax Advisory Partners
Colorado
$183K +$21.3K +124 +13%
KFI
1035
Key Financial Inc
Pennsylvania
$178K – – –
QC
1036
Quent Capital
New York
$177K +$1.37K +8 +0.8%
MCM
1037
MV Capital Management
Maryland
$171K +$1.54K +9 +0.9%
POIA
1038
Pin Oak Investment Advisors
Texas
$171K – – –
UCB
1039
United Community Bank
South Carolina
$168K -$2.74K -16 -2%
PK
1040
Pflug Koory
Nebraska
$166K – – –
EI
1041
Ellevest Inc
New York
$163K +$34.8K +203 +27%
LCM
1042
Logan Capital Management
Pennsylvania
$163K – – –
CFD
1043
Creative Financial Designs
Indiana
$162K +$343 +2 +0.2%
FWM
1044
Focused Wealth Management
New York
$158K +$65.8K +384 +72%
BBHC
1045
Brown Brothers Harriman & Co
New York
$158K +$57.9K +338 +58%
DMBA
1046
Deseret Mutual Benefit Administrators
Utah
$157K -$7.03K -41 -4%
ECM
1047
Estabrook Capital Management
New York
$156K -$4.8K -28 -3%
TIM
1048
Tortoise Investment Management
New York
$155K – – –
HWM
1049
Horizons Wealth Management
North Carolina
$154K – – –
ST
1050
Sageworth Trust
Pennsylvania
$153K – – –
40 41
42
43 44