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Travelers Companies
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Overview Fund Activity

1,274 hedge funds and large institutions have $32.4B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 457 increasing their positions, 454 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+22
Holders Change %
+1.76%
% of All Funds
20.09%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
122
Increased
457
Reduced
454
Closed
92
Calls
$125M
Puts
$94.5M
Net Calls
+$30.2M
Net Calls Change
+$23.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$177M
2
Barclays
Barclays
United Kingdom
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$96.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$92.4M
5
BG
Bahl & Gaynor
Ohio
+$52M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$379M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$318M
3
Capital International Investors
Capital International Investors
California
-$317M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$239M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$64.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
1026
AFS Financial Group
Maryland
$208K -$8.68K -50 -4%
BIG
1027
Builder Investment Group
Georgia
$208K – – –
HA
1028
Herold Advisors
New York
$208K – – –
CASB
1029
Cape Ann Savings Bank
Massachusetts
$208K – – –
SM
1030
Salzhauer Michael
$208K – – –
FNA
1031
First National Advisers
Nebraska
$208K -$2.08K -12 -1%
IWA
1032
IVC Wealth Advisors
Pennsylvania
$207K +$1.04K +6 +0.5%
CPIA
1033
Cornell Pochily Investment Advisors
New York
$206K – – –
SRC
1034
Sage Rhino Capital
California
$206K +$1.91K +11 +0.9%
IWA
1035
Intercontinental Wealth Advisors
Texas
$204K +$204K +1,174 New
BBI
1036
Baxter Bros Inc
Connecticut
$203K – – –
AC
1037
Apella Capital
Connecticut
$203K +$203K +1,169 New
CIA
1038
Capital Investment Advisors
Georgia
$203K +$203K +1,168 New
JFL
1039
Jarislowsky, Fraser Ltd
Quebec, Canada
$202K +$202K +1,165 New
WP
1040
Wealthspan Partners
Iowa
$202K +$202K +1,163 New
CRWM
1041
Castle Rock Wealth Management
California
$202K -$184K -1,064 -48%
WPA
1042
Winning Points Advisors
Florida
$201K +$201K +1,056 New
IA
1043
IFP Advisors
Florida
$198K +$40.6K +234 +26%
UCB
1044
United Community Bank
South Carolina
$195K +$25.2K +145 +15%
AAP
1045
Arax Advisory Partners
Colorado
$195K +$10.1K +58 +5%
FMII
1046
Farmers & Merchants Investments Inc
Nebraska
$193K -$2.95K -17 -2%
WT
1047
Washington Trust
Rhode Island
$193K -$2.78K -16 -1%
BCM
1048
Blume Capital Management
California
$191K – – –
CB
1049
Centennial Bank
Arkansas
$185K – – –
KFI
1050
Key Financial Inc
Pennsylvania
$185K +$5.04K +29 +3%
40 41
42
43 44