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Travelers Companies
TRV

Overview Fund Activity

1,210 hedge funds and large institutions have $32.8B invested in Travelers Companies in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 450 increasing their positions, 398 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
-55
Holders Change %
-4.35%
% of All Funds
20.46%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
92
Increased
450
Reduced
398
Closed
124
Calls
$124M
Puts
$145M
Net Calls
-$21M
Net Calls Change
+$71.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$219M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$195M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$106M
4
Invesco
Invesco
Georgia
+$70.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$62.7M

Top Sellers

1
State Street
State Street
Massachusetts
-$153M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$147M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$122M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$75.2M
5
Barclays
Barclays
United Kingdom
-$71.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
1151
Toth Financial Advisory
Virginia
$14K – – –
NSB
1152
Norway Savings Bank
Maine
$14K – – –
SC
1153
Schubert & Co
Texas
$14K +$7.85K +46 +128%
AFG
1154
Albion Financial Group
Utah
$13K – – –
FBT
1155
First Bank & Trust
South Dakota
$13K – – –
TF
1156
TimeScale Financial
Massachusetts
$13K – – –
BA
1157
Bivin & Associates
Oklahoma
$12K -$724K -4,281 -98%
LWP
1158
Laurel Wealth Planning
Minnesota
$12K – – –
CPFP
1159
Clear Perspectives Financial Planning
Ohio
$12K – – –
NSIM
1160
North Star Investment Management
Illinois
$11K – – –
CWC
1161
Carolinas Wealth Consulting
North Carolina
$11K – – –
SJIA
1162
St. James Investment Advisors
New York
$11K +$11K +65 New
OAJ
1163
Ogorek Anthony Joseph
New York
$10K – – –
NIC
1164
Northwest Investment Counselors
Oregon
$10K – – –
RA
1165
Rise Advisors
New York
$10K – – –
BCMLT
1166
Beacon Capital Management LLC (Tennessee)
Tennessee
$9K – – –
BIMC
1167
Benson Investment Management Company
Virginia
$9K – – –
SIS
1168
Sound Income Strategies
Florida
$9K – – –
GKIM
1169
GW&K Investment Management
Massachusetts
$9K +$5.3K +33 +143%
MHR
1170
Matthew Hamilton Rosenberg
$9K +$9K +50 New
WOSD
1171
WFA of San Diego
California
$9K +$9K +54 New
FPFS
1172
First Personal Financial Services
North Carolina
$8K – – –
MS
1173
Mizuho Securities
Japan
$8K +$160 +1 +2%
BHWM
1174
Beaird Harris Wealth Management
Texas
$8K +$8K +45 New
MBFW
1175
Morton Brown Family Wealth
Pennsylvania
$8K +$8K +48 New
45 46
47
48 49