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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 %
CA
1126
Crewe Advisors
Utah
$44.1K – – –
ONST
1127
Old North State Trust
North Carolina
$44K – – –
FFA
1128
Farther Finance Advisors
California
$42.7K +$7.37K +43 +21%
AP
1129
Atwood & Palmer
Missouri
$42.5K – – –
MPWT
1130
MassMutual Private Wealth & Trust
Connecticut
$40.1K +$2.4K +14 +6%
TSW
1131
Thompson Siegel & Walmsley
Virginia
$40K -$1.37K -8 -3%
AS
1132
Altshuler Shaham
Israel
$39.9K -$2.57K -15 -6%
SN
1133
Sittner & Nelson
Oregon
$39.9K – – –
CB
1134
CNB Bank
Pennsylvania
$39.6K – – –
GTAM
1135
Global Trust Asset Management
Florida
$39.5K +$171 +1 +0.4%
SIA
1136
Sit Investment Associates
Minnesota
$39K – – –
EDRH
1137
Edmond de Rothschild Holding
Switzerland
$37.9K – – –
ME
1138
McIlrath & Eck
Washington
$37.5K +$1.71K +10 +5%
M
1139
MOTCO
Texas
$36.7K – – –
GC
1140
Gould Capital
Washington
$36.2K – – –
WP
1141
WealthPLAN Partners
Nebraska
$36K +$36K +210 New
BWL
1142
Bogart Wealth LLC
Virginia
$36K – – –
AWM
1143
Accel Wealth Management
Iowa
$35.4K +$171 +1 +0.5%
BAM
1144
Baldrige Asset Management
Pennsylvania
$35K +$686 +4 +2%
PGAM
1145
Princeton Global Asset Management
New Jersey
$34.6K – – –
Marshall Wace
1146
Marshall Wace
United Kingdom
$34.3K -$4.74M -27,662 -99%
AS
1147
AM Squared
Hong Kong
$34.3K +$34.3K +200 New
CMA
1148
Cedar Mountain Advisors
Oregon
$31.7K – – –
OLVIG
1149
Oliver Lagore Vanvalin Investment Group
Michigan
$31.4K – – –
FIA
1150
FNY Investment Advisers
New York
$31K +$31K +182 New
44 45
46
47 48