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Travelers Companies
TRV

Overview Fund Activity

1,274 hedge funds and large institutions have $32.4B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 457 increasing their positions, 454 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+22
Holders Change %
+1.76%
% of All Funds
20.09%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
122
Increased
457
Reduced
454
Closed
92
Calls
$125M
Puts
$94.5M
Net Calls
+$30.2M
Net Calls Change
+$23.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$177M
2
Barclays
Barclays
United Kingdom
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$96.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$92.4M
5
BG
Bahl & Gaynor
Ohio
+$52M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$379M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$318M
3
Capital International Investors
Capital International Investors
California
-$317M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$239M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$64.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
1101
CGC Financial Services
Oregon
$93.1K +$93.1K +536 New
BWM
1102
Baystate Wealth Management
Massachusetts
$92.5K -$2.78K -16 -3%
RFA
1103
Resurgent Financial Advisors
Georgia
$89.4K +$1.22K +7 +1%
SA
1104
SRH Advisors
Kansas
$88.3K – – –
ODG
1105
O'Dell Group
Ohio
$88.2K +$88.2K +508 New
TLA
1106
Tanglewood Legacy Advisors
Texas
$86.8K – – –
ANBT
1107
American National Bank & Trust
Texas
$86.1K +$13.4K +77 +18%
CFO
1108
CVA Family Office
Colorado
$82.5K +$17.9K +103 +28%
EWM
1109
Endurance Wealth Management
Rhode Island
$82K – – –
CWA
1110
Clearview Wealth Advisors
Oregon
$78.8K +$521 +3 +0.7%
RI
1111
Ridgewood Investments
New Jersey
$77K -$110K -632 -59%
HIA
1112
Harbor Investment Advisory
Maryland
$75K +$5.73K +33 +8%
OPTFSNA
1113
Old Point Trust & Financial Services N A
Virginia
$72.9K +$72.9K +420 New
FA
1114
Fiduciary Alliance
South Carolina
$71.5K +$71.5K +412 New
MPWT
1115
MassMutual Private Wealth & Trust
Connecticut
$71.2K +$30.6K +176 +75%
VC
1116
Vestor Capital
Illinois
$71K +$21.4K +124 +43%
DSC
1117
Duncker Streett & Co
Missouri
$69.2K -$6.95K -40 -9%
PWMG
1118
Prestige Wealth Management Group
New Jersey
$68.6K +$9.03K +52 +15%
FFC
1119
First Financial Corp
Indiana
$66.2K – – –
EWA
1120
EverSource Wealth Advisors
Alabama
$65.6K +$8.86K +51 +16%
SS
1121
Sunbelt Securities
Texas
$62.6K +$174 +1 +0.3%
FP
1122
Financial Perspectives
Minnesota
$59.7K +$174 +1 +0.3%
CBT
1123
Central Bank & Trust
Kentucky
$59K – – –
GTAM
1124
Global Trust Asset Management
Florida
$57.6K +$17.5K +101 +44%
WTA
1125
Washington Trust Advisors
Massachusetts
$56.5K +$174 +1 +0.3%
43 44
45
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