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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 %
CBT
1076
Central Bank & Trust
Kentucky
$58K – – –
BIA
1077
Bell Investment Advisors
California
$55K +$55K +326 New
WTA
1078
Washington Trust Advisors
Massachusetts
$54K +$168 +1 +0.3%
SBL
1079
Sargent Bickham Lagudis
Colorado
$53K +$3.03K +18 +6%
EI
1080
Ellevest Inc
New York
$53K +$10.3K +61 +24%
NF
1081
Norwood Financial
Pennsylvania
$52K – – –
CA
1082
Crewe Advisors
Utah
$51K +$7.16K +42 +16%
PWMG
1083
Prestige Wealth Management Group
New Jersey
$50K -$29.8K -177 -37%
TH
1084
TCTC Holdings
Texas
$50K – – –
FP
1085
Financial Perspectives
Minnesota
$49K – – –
PFGIA
1086
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$19.9K -117 -30%
HFM
1087
Hartford Financial Management
Connecticut
$47K – – –
SCM
1088
Silvant Capital Management
Georgia
$47K – – –
VC
1089
Vestor Capital
Illinois
$47K – – –
AIP
1090
Ahrens Investment Partners
Louisiana
$44K – – –
PSB
1091
Piscataqua Savings Bank
New Hampshire
$44K – – –
BCM
1092
Bourgeon Capital Management
Connecticut
$44K +$341 +2 +0.8%
ANBT
1093
American National Bank & Trust
Texas
$44K +$44K +260 New
RA
1094
Rational Advisors
New York
$43K +$6.26K +37 +17%
AP
1095
Atwood & Palmer
Missouri
$42K – – –
JFGIW
1096
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42K +$2.03K +12 +5%
TSW
1097
Thompson Siegel & Walmsley
Virginia
$41K – – –
CDIA
1098
Capital Directions Investment Advisors
Georgia
$39K – – –
CB
1099
CNB Bank
Pennsylvania
$39K – – –
AAM
1100
Advisors Asset Management
Colorado
$38K -$1.03M -6,045 -96%
42 43
44
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