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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 %
MMG
1076
Monetary Management Group
Missouri
$111K – – –
GWSG
1077
GPS Wealth Strategies Group
Colorado
$109K +$109K +638 New
DWA
1078
Dougherty Wealth Advisers
Minnesota
$108K – – –
JGIA
1079
Jackson Grant Investment Advisers
Connecticut
$104K +$3.77K +22 +4%
CHC
1080
City Holding Co
West Virginia
$104K -$5.14K -30 -5%
STCOSD
1081
Sageworth Trust Company of South Dakota
South Dakota
$103K – – –
TCA
1082
Trifecta Capital Advisors
Illinois
$102K – – –
BCA
1083
Bray Capital Advisors
Florida
$102K – – –
VNA
1084
Valley National Advisers
Pennsylvania
$99K – – –
AWM
1085
Avior Wealth Management
Nebraska
$97.1K +$172 +1 +0.2%
GI
1086
Gradient Investments
Minnesota
$96.1K +$13.4K +78 +16%
BWM
1087
Baystate Wealth Management
Massachusetts
$94.1K +$172 +1 +0.2%
DFCM
1088
Dark Forest Capital Management
Puerto Rico
$90.7K +$76.6K +447 +545%
SA
1089
SRH Advisors
Kansas
$88K – – –
RFA
1090
Resurgent Financial Advisors
Georgia
$87.1K -$18.9K -110 -18%
TLA
1091
Tanglewood Legacy Advisors
Texas
$85.7K – – –
EWM
1092
Endurance Wealth Management
Rhode Island
$81K – – –
IA
1093
IFP Advisors
Florida
$80K -$127K -1,437 -61%
CWA
1094
Clearview Wealth Advisors
Oregon
$77.3K +$514 +3 +0.7%
DSC
1095
Duncker Streett & Co
Missouri
$75.1K -$6.86K -40 -8%
ANBT
1096
American National Bank & Trust
Texas
$71.8K – – –
SIS
1097
Strategic Investment Solutions
Illinois
$69.2K +$69.2K +403 New
HIA
1098
Harbor Investment Advisory
Maryland
$68.4K -$214K -1,248 -76%
FFC
1099
First Financial Corp
Indiana
$65.3K – – –
CCM
1100
Carderock Capital Management
Maryland
$64.3K +$64.3K +375 New
42 43
44
45 46