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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 %
DAC
1101
Dividend Assets Capital
South Carolina
$64K – – –
CFO
1102
CVA Family Office
Colorado
$63.8K +$63.8K +372 New
SS
1103
Sunbelt Securities
Texas
$61.3K +$61.3K +359 New
TH
1104
TCTC Holdings
Texas
$59.7K +$8.57K +50 +17%
FP
1105
Financial Perspectives
Minnesota
$58.9K – – –
PWMG
1106
Prestige Wealth Management Group
New Jersey
$58.8K +$4.8K +28 +9%
CBT
1107
Central Bank & Trust
Kentucky
$58.3K – – –
BIA
1108
Bell Investment Advisors
California
$57.9K -$686 -4 -1%
WIM
1109
Westside Investment Management
California
$57.3K – – –
CP
1110
Castleview Partners
Texas
$56.4K +$56.4K +329 New
EWA
1111
EverSource Wealth Advisors
Alabama
$56.1K +$686 +4 +1%
RDIA
1112
RE Dickinson Investment Advisors
Iowa
$56K – – –
WTA
1113
Washington Trust Advisors
Massachusetts
$55.6K +$172 +1 +0.3%
Jones Financial Companies
1114
Jones Financial Companies
Missouri
$53.5K +$28.1K +164 +111%
NF
1115
Norwood Financial
Pennsylvania
$53.1K – – –
PFSC
1116
Peoples Financial Services Corp
Pennsylvania
$53K -$25.7K -150 -33%
LS
1117
Livforsakringsbolaget Skandia
Sweden
$49.5K – – –
RA
1118
Rational Advisors
New York
$49K -$1.23M -7,185 -96%
VC
1119
Vestor Capital
Illinois
$49K +$512 +3 +1%
SCM
1120
Silvant Capital Management
Georgia
$47.8K – – –
HFM
1121
Hartford Financial Management
Connecticut
$47.7K – – –
BCM
1122
Bourgeon Capital Management
Connecticut
$44.9K +$171 +1 +0.4%
AIP
1123
Ahrens Investment Partners
Louisiana
$44.8K +$44.8K +261 New
PSB
1124
Piscataqua Savings Bank
New Hampshire
$44.6K – – –
HCP
1125
Hexagon Capital Partners
Arkansas
$44.2K -$3.6K -21 -8%
43 44
45
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