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Travelers Companies
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Overview Fund Activity

1,122 hedge funds and large institutions have $30.7B invested in Travelers Companies in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 420 increasing their positions, 380 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
-39
Holders Change %
-3.36%
% of All Funds
19.59%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
72
Increased
420
Reduced
380
Closed
99
Calls
$91.9M
Puts
$74.8M
Net Calls
+$17.1M
Net Calls Change
-$1.13M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$214M
2
Morgan Stanley
Morgan Stanley
New York
$217M
3
Citadel Advisors
Citadel Advisors
Florida
$62.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$438M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
$180M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$162M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.3B
3
Capital International Investors
Capital International Investors
California
$2.34B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$372M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
1201
Certified Advisory Corp
Florida
– -$97K -643 Closed
WAP
1202
Wealthcare Advisory Partners
Pennsylvania
– -$76K -506 Closed
MWP
1203
Meridian Wealth Partners
Pennsylvania
– -$64K -424 Closed
AIC
1204
Ameritas Investment Company
Nebraska
– -$47.9K -318 Closed
RWB
1205
RMR Wealth Builders
New Jersey
– -$38K -250 Closed
MLFP
1206
MPS Loria Financial Planners
Illinois
– -$34K -228 Closed
HC
1207
Hoese & Co
Minnesota
– -$30K -200 Closed
CDIA
1208
Capital Directions Investment Advisors
Georgia
– -$23K -150 Closed
DWP
1209
Destiny Wealth Partners
Florida
– -$23K -150 Closed
SLF
1210
Sun Life Financial
Ontario, Canada
– -$22K -149 Closed
RWG
1211
Regal Wealth Group
California
– -$21K -140 Closed
MF
1212
Manchester Financial
California
– -$17K -112 Closed
AJ
1213
Ashburton (Jersey)
Jersey
– -$16K -109 Closed
AIC
1214
Archer Investment Corporation
Indiana
– -$13.7K -91 Closed
ACM
1215
Allred Capital Management
Texas
– -$11.1K -74 Closed
GAM
1216
Grandview Asset Management
Pennsylvania
– -$10K -68 Closed
TCWM
1217
Total Clarity Wealth Management
Illinois
– -$9K -62 Closed
CCM
1218
Covington Capital Management
California
– -$8K -54 Closed
EWA
1219
Evolution Wealth Advisors
Florida
– -$8K -50 Closed
BAMG
1220
Brand Asset Management Group
Missouri
– -$7K -46 Closed
RF
1221
Robbins Farley
New Hampshire
– -$7K -44 Closed
WCM
1222
Wealthcare Capital Management
Virginia
– -$6K -41 Closed
OIA
1223
Optimum Investment Advisors
Illinois
– -$6K -40 Closed
HFA
1224
Hoover Financial Advisors
Pennsylvania
– -$1K -8 Closed
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