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Travelers Companies
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Overview Fund Activity

1,265 hedge funds and large institutions have $35.8B invested in Travelers Companies in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 423 increasing their positions, 437 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,265
Holders Change
+50
Holders Change %
+4.12%
% of All Funds
20.02%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
150
Increased
423
Reduced
437
Closed
82
Calls
$117M
Puts
$209M
Net Calls
-$92.2M
Net Calls Change
-$126M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$606M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$285M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.2M
4
Millennium Management
Millennium Management
New York
+$66.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$40.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$413M
2
Barclays
Barclays
United Kingdom
-$204M
3
BlackRock
BlackRock
New York
-$190M
4
NI
Nuance Investments
Missouri
-$148M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
1201
MassMutual Private Wealth & Trust
Connecticut
$15K +$4.7K +26 +46%
BFC
1202
Bedel Financial Consulting
Indiana
$14K -$10.6K -57 -43%
FBT
1203
First Bank & Trust
South Dakota
$14K – – –
AFG
1204
Albion Financial Group
Utah
$14K – – –
HCM
1205
Highlander Capital Management
New Jersey
$14K – – –
TF
1206
TimeScale Financial
Massachusetts
$14K – – –
CPFP
1207
Clear Perspectives Financial Planning
Ohio
$13K – – –
NSIM
1208
North Star Investment Management
Illinois
$12K -$3.46K -19 -22%
FFA
1209
Freedman Financial Associates
Massachusetts
$12K – – –
LWP
1210
Laurel Wealth Planning
Minnesota
$12K – – –
CWC
1211
Carolinas Wealth Consulting
North Carolina
$12K +$182 +1 +2%
GIA
1212
Goodwin Investment Advisory
Georgia
$12K +$12K +64 New
RA
1213
Rise Advisors
New York
$11K – – –
SGAM
1214
Smith Group Asset Management
Texas
$11K – – –
CI
1215
Cordant Inc
Oregon
$11K +$11K +60 New
MFA
1216
McClarren Financial Advisors
Pennsylvania
$10K -$172 -1 -2%
OAJ
1217
Ogorek Anthony Joseph
New York
$10K – – –
CWM
1218
Curi Wealth Management
North Carolina
$10K – – –
BIMC
1219
Benson Investment Management Company
Virginia
$10K – – –
SIS
1220
Sound Income Strategies
Florida
$10K +$2.86K +16 +40%
NIC
1221
Northwest Investment Counselors
Oregon
$10K +$10K +57 New
Walleye Trading
1222
Walleye Trading
New York
$9K -$455K -2,428 -98%
MS
1223
Mizuho Securities
Japan
$9K -$184 -1 -2%
FPFS
1224
First Personal Financial Services
North Carolina
$9K – – –
BCMLT
1225
Beacon Capital Management LLC (Tennessee)
Tennessee
$9K +$9K +48 New
47 48
49
50 51