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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 %
NSIM
1076
North Star Investment Management
Illinois
$11K +$629 +4 +6%
RA
1077
Resolute Advisors
California
$11K +$892 +6 +9%
SSC
1078
Syverson Strege & Co
Iowa
$11K +$11K +74 New
CFO
1079
CVA Family Office
Colorado
$10K -$29.4K -262 -75%
FFA
1080
Freedman Financial Associates
Massachusetts
$10K – – –
GTAM
1081
Global Trust Asset Management
Florida
$10K – – –
CWC
1082
Carolinas Wealth Consulting
North Carolina
$10K +$152 +1 +2%
LWP
1083
Laurel Wealth Planning
Minnesota
$10K +$3.82K +26 +62%
WWM
1084
Wagner Wealth Management
South Carolina
$10K +$5K +32 +100%
OAJ
1085
Ogorek Anthony Joseph
New York
$9K – – –
BIMC
1086
Benson Investment Management Company
Virginia
$9K – – –
SGAM
1087
Smith Group Asset Management
Texas
$9K – – –
MS
1088
Mizuho Securities
Japan
$8K -$2.88K -18 -26%
FBT
1089
First Bank & Trust
South Dakota
$8K – – –
FMP
1090
Financial Management Professionals
Texas
$8K +$302 +2 +4%
LWM
1091
Liberty Wealth Management
California
$8K +$4K +24 +100%
BU
1092
BBVA USA
Alabama
$7K -$14.5K -91 -67%
MPWT
1093
MassMutual Private Wealth & Trust
Connecticut
$7K -$1.02K -7 -13%
VCM
1094
Versant Capital Management
Arizona
$7K – – –
RIM
1095
Rockbridge Investment Management
New York
$7K – – –
CWM
1096
Cranbrook Wealth Management
Michigan
$7K +$2.14K +15 +44%
KA
1097
Kozak & Associates
Colorado
$7K +$7K +43 New
RF
1098
Robbins Farley
New Hampshire
$7K +$7K +44 New
CWP
1099
Concord Wealth Partners
Virginia
$6K -$14.3K -100 -70%
CCA
1100
Column Capital Advisors
Indiana
$6K -$585 -4 -9%
42 43
44
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