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Travelers Companies
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Overview Fund Activity

1,122 hedge funds and large institutions have $30.7B invested in Travelers Companies in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 420 increasing their positions, 380 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
-39
Holders Change %
-3.36%
% of All Funds
19.59%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
72
Increased
420
Reduced
380
Closed
99
Calls
$91.9M
Puts
$74.8M
Net Calls
+$17.1M
Net Calls Change
-$1.13M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$214M
2
Morgan Stanley
Morgan Stanley
New York
$217M
3
Citadel Advisors
Citadel Advisors
Florida
$62.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$438M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
$180M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$162M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.3B
3
Capital International Investors
Capital International Investors
California
$2.34B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$372M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
1101
Creative Financial Designs
Indiana
$4K – – –
CAL
1102
Capital Analysts LLC
Pennsylvania
$4K – – –
DOA
1103
D'Orazio & Associates
Virginia
$4K – – –
HF
1104
Halpern Financial
Virginia
$3.89K – – –
PO
1105
Private Ocean
California
$3K -$409 -3 -12%
MAM
1106
McCarthy Asset Management
California
$3K – – –
LFG
1107
Larson Financial Group
Missouri
$3K – – –
CFN
1108
Cordasco Financial Network
Florida
$3K – – –
TLFA
1109
True Link Financial Advisors
California
$3K +$3K +17 New
MF
1110
Magnetar Financial
Illinois
$2.74K +$1.84K +12,282 +205%
MFA
1111
McClarren Financial Advisors
Pennsylvania
$2K – – –
HR
1112
Howe & Rusling
New York
$2K – – –
FRA
1113
Front Row Advisors
California
$2K – – –
IHWM
1114
Iron Horse Wealth Management
Iowa
$2K – – –
KFP
1115
KB Financial Partners
New Jersey
$2K – – –
SIS
1116
Sound Income Strategies
Florida
$2K +$2K +13 New
TCM
1117
Tanaka Capital Management
New York
$1K – – –
TFA
1118
Transamerica Financial Advisors
Florida
$1K – – –
EWM
1119
Edge Wealth Management
New York
$1K – – –
ONST
1120
Old North State Trust
North Carolina
$1K – – –
TFM
1121
TFC Financial Management
Massachusetts
$1K – – –
SN
1122
Sittner & Nelson
Oregon
$1K – – –
SQA
1123
Simon Quick Advisors
New Jersey
$1K +$429 +3 +75%
WIM
1124
Westside Investment Management
California
$27 – – –
BBHC
1125
Brown Brothers Harriman & Co
New York
$5 -$4 -24 -41%
43 44
45
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