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Travelers Companies
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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
$444M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$805M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$112M
4
Invesco
Invesco
Georgia
$637M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.25B

Top Sellers

1
State Street
State Street
Massachusetts
$2.8B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$16.7M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$178M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.36B
5
Barclays
Barclays
United Kingdom
$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1251
Sugarloaf Wealth Management
Georgia
– -$479K -2,621 Closed
CCM
1252
CTC Capital Management
Illinois
– -$457K -2,500 Closed
LA
1253
Latitude Advisors
Florida
– -$454K -2,487 Closed
CPO
1254
Cerity Partners OCIO
New York
– -$449K -2,456 Closed
DL
1255
DOHJ LLC
Washington
– -$386K -2,110 Closed
RWP
1256
Ridgecrest Wealth Partners
California
– -$380K -2,077 Closed
TC
1257
TAP Consulting
Missouri
– -$365K -2,000 Closed
MA
1258
MKT Advisors
California
– -$343K -1,994 Closed
VC
1259
Vicus Capital
Pennsylvania
– -$362K -1,980 Closed
WI
1260
Wintrust Investments
Illinois
– -$361K -1,976 Closed
YIH
1261
Y-Intercept (HK)
Hong Kong
– -$325K -1,779 Closed
LFAS
1262
Level Four Advisory Services
Texas
– -$324K -1,772 Closed
FRM
1263
Fox Run Management
Connecticut
– -$315K -1,724 Closed
SSA
1264
Schonfeld Strategic Advisors
New York
– -$304K -1,663 Closed
RC
1265
Randolph Company
Ohio
– -$288K -1,577 Closed
UBV
1266
United Bank (Virginia)
Virginia
– -$287K -1,572 Closed
LW
1267
Linscomb Wealth
Texas
– -$279K -1,525 Closed
BFO
1268
Boston Family Office
Massachusetts
– -$274K -1,500 Closed
C
1269
Certuity
Florida
– -$263K -1,438 Closed
EMG
1270
ETF Managers Group
New Jersey
– -$264K -1,425 Closed
DLA
1271
Douglas Lane & Associates
New York
– -$259K -1,419 Closed
MGIM
1272
M&G Investment Management
United Kingdom
– -$258 -1,409 Closed
MCM
1273
Manchester Capital Management
Vermont
– -$256K -1,402 Closed
FI
1274
Fractal Investments
Connecticut
– -$256K -1,400 Closed
PCA
1275
Personal Capital Advisors
California
– -$246K -1,346 Closed
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51
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