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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 %
OAJ
1201
Ogorek Anthony Joseph
New York
$10K – – –
HBW
1202
Hazlett, Burt & Watson
West Virginia
$9K – – –
FMP
1203
Financial Management Professionals
Texas
$9K +$3.06K +17 +52%
LFA
1204
Legend Financial Advisors
Pennsylvania
$8.57K -$4.29K -25 -33%
VCM
1205
Versant Capital Management
Arizona
$8.57K – – –
MHR
1206
Matthew Hamilton Rosenberg
$8.57K – – –
MFA
1207
McClarren Financial Advisors
Pennsylvania
$8K – – –
CWM
1208
Cranbrook Wealth Management
Michigan
$7.89K – – –
CFFP
1209
Center for Financial Planning
Michigan
$7.71K -$7.03K -41 -48%
AAG
1210
Armstrong Advisory Group
Massachusetts
$7.54K +$7.54K +44 New
RWPA
1211
Richard W. Paul & Associates
Michigan
$7.54K +$7.54K +44 New
TJHA
1212
Thomas J. Herzfeld Advisors
Florida
$6.34K +$6.34K +37 New
DI
1213
Disciplined Investments
Oklahoma
$6.17K -$686 -4 -10%
PS
1214
PayPay Securities
Japan
$5.83K -$2.57K -15 -31%
TC
1215
Truvestments Capital
Florida
$5.83K – – –
HS
1216
Horan Securities
United States
$5.57K – – –
AWM
1217
Abound Wealth Management
Tennessee
$5.49K +$1.71K +10 +45%
CSPAM
1218
Cary Street Partners Asset Management
Virginia
$5.49K – – –
JFG
1219
JDM Financial Group
Texas
$5.14K – – –
SSC
1220
Syverson Strege & Co
Iowa
$5.14K +$5.14K +30 New
Parallax Volatility Advisers
1221
Parallax Volatility Advisers
California
$5.14K +$5.14K +30 New
CAL
1222
Capital Analysts LLC
Pennsylvania
$5K – – –
TCM
1223
Tradewinds Capital Management
Washington
$4.63K – – –
CTB
1224
Country Trust Bank
Illinois
$4.63K – – –
MIA
1225
Milestone Investment Advisors
Wisconsin
$3.94K +$3.94K +23 New
47 48
49
50 51