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Travelers Companies
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Overview Fund Activity

1,191 hedge funds and large institutions have $29.4B invested in Travelers Companies in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 412 increasing their positions, 435 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,191
Holders Change
-19
Holders Change %
-1.57%
% of All Funds
20.59%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
102
Increased
412
Reduced
435
Closed
111
Calls
$112M
Puts
$173M
Net Calls
-$61.5M
Net Calls Change
-$40.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$236M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$70.6M
3
Man Group
Man Group
United Kingdom
+$61.2M
4
Barclays
Barclays
United Kingdom
+$41M
5
Truist Financial
Truist Financial
North Carolina
+$38.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$247M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$129M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$86.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$81.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSB
1126
Norway Savings Bank
Maine
$13K – – –
SWA
1127
SOA Wealth Advisors
New York
$13K – – –
CDIA
1128
Capital Directions Investment Advisors
Georgia
$12K -$39K -230 Closed
AFG
1129
Albion Financial Group
Utah
$12K – – –
TF
1130
TimeScale Financial
Massachusetts
$12K – – –
CTA
1131
Colonial Trust Advisors
South Carolina
$12K +$12K +76 New
SC
1132
Schubert & Co
Texas
$11K -$1.03K -7 -9%
CPFP
1133
Clear Perspectives Financial Planning
Ohio
$11K – – –
AAP
1134
Arax Advisory Partners
Colorado
$11K +$4.15K +26 +60%
CWC
1135
Carolinas Wealth Consulting
North Carolina
$10K -$476 -3 -5%
NSIM
1136
North Star Investment Management
Illinois
$10K – – –
SJIA
1137
St. James Investment Advisors
New York
$10K – – –
GIA
1138
Goodwin Investment Advisory
Georgia
$10K +$10K +64 New
OAJ
1139
Ogorek Anthony Joseph
New York
$9K – – –
BIMC
1140
Benson Investment Management Company
Virginia
$9K – – –
RA
1141
Rise Advisors
New York
$9K +$148 +1 +2%
CAL
1142
Capital Analysts LLC
Pennsylvania
$9K +$4.95K +33 +122%
AIM
1143
Axiom Investment Management
New York
$9K +$9K +56 New
MHR
1144
Matthew Hamilton Rosenberg
$8K – – –
FPFS
1145
First Personal Financial Services
North Carolina
$8K – – –
MS
1146
Mizuho Securities
Japan
$8K – – –
VCM
1147
Versant Capital Management
Arizona
$8K +$1.12K +7 +16%
MFA
1148
McClarren Financial Advisors
Pennsylvania
$8K +$8K +54 New
CWM
1149
Cranbrook Wealth Management
Michigan
$7K +$1.83K +12 +35%
EWM
1150
Executive Wealth Management
Michigan
$6.2K -$33.9K -33,941 -85%
44 45
46
47 48