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Travelers Companies
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Overview Fund Activity

1,124 hedge funds and large institutions have $30.8B invested in Travelers Companies in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 404 increasing their positions, 366 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,124
Holders Change
+2
Holders Change %
+0.18%
% of All Funds
19.74%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
91
Increased
404
Reduced
366
Closed
76
Calls
$81.4M
Puts
$86.5M
Net Calls
-$5.19M
Net Calls Change
-$22.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.52B
2
Bank of America
Bank of America
North Carolina
$433M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$535M
4
Deutsche Bank
Deutsche Bank
Germany
$155M
5
Allianz Asset Management
Allianz Asset Management
Germany
$38.5M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$2.06B
2
California Public Employees Retirement System
California Public Employees Retirement System
California
$191M
3
EVM
Eaton Vance Management
Massachusetts
$0
4
Fidelity International
Fidelity International
Bermuda
$5.06M
5
State Street
State Street
Massachusetts
$2.62B
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
1051
Security National Trust
West Virginia
$19K – – –
MA
1052
MCF Advisors
Kentucky
$19K +$779 +5 +4%
CTB
1053
Country Trust Bank
Illinois
$19K +$3.27K +22 +21%
GWMIA
1054
Global Wealth Management Investment Advisory
Florida
$18K – – –
BWL
1055
Bogart Wealth LLC
Virginia
$18K – – –
RS
1056
Robeco Schweiz
Switzerland
$17.2K +$2.25K +14,812 +15%
RAM
1057
Riggs Asset Management
Pennsylvania
$17K – – –
LB
1058
Legacy Bridge
Iowa
$17K – – –
SWA
1059
SOA Wealth Advisors
New York
$17K +$2.86K +19 +20%
BC
1060
Burleson & Co
California
$16K – – –
M
1061
MOTCO
Texas
$15K -$5.25K -35 -26%
BAM
1062
Barrett Asset Management
New York
$15K – – –
Nisa Investment Advisors
1063
Nisa Investment Advisors
Missouri
$15K -$775 -5,100 -5%
HWM
1064
Holloway Wealth Management
Florida
$14K -$14K – –
WLPWM
1065
Walled Lake Planning & Wealth Management
Illinois
$14K – – –
AIC
1066
Archer Investment Corporation
Indiana
$13.8K +$13.8K +91 New
TFA
1067
Toth Financial Advisory
Virginia
$13K – – –
NSB
1068
Norway Savings Bank
Maine
$13K +$6.89K +44 +113%
GKWIM
1069
Gerber Kawasaki Wealth & Investment Management
California
$13K +$13K +89 New
AFG
1070
Albion Financial Group
Utah
$12K – – –
TF
1071
TimeScale Financial
Massachusetts
$12K – – –
CG
1072
Cutler Group
California
$12K +$12K +84 New
CPFP
1073
Clear Perspectives Financial Planning
Ohio
$11K – – –
BFC
1074
Bedel Financial Consulting
Indiana
$11K – – –
HCM
1075
Highlander Capital Management
New Jersey
$11K – – –
41 42
43
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