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Travelers Companies
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Overview Fund Activity

1,289 hedge funds and large institutions have $35.3B invested in Travelers Companies in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 404 increasing their positions, 423 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,289
Holders Change
+98
Holders Change %
+8.23%
% of All Funds
20.8%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.31%
New
204
Increased
404
Reduced
423
Closed
85
Calls
$175M
Puts
$228M
Net Calls
-$52.8M
Net Calls Change
+$8.72M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.78B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.47B
3
JCM
3
Junto Capital Management
New York
$109M
4
Morgan Stanley
4
Morgan Stanley
New York
$616M
5
UBS Group
5
UBS Group
Switzerland
$238M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$282M
2
Capital International Investors
2
Capital International Investors
California
$635M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$968M
4
Invesco
4
Invesco
Georgia
$628M
5
NI
5
Nuance Investments
Missouri
$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
1251
Capital Analysts LLC
Pennsylvania
$5K -$6.11K -33 -55%
AWM
1252
Abound Wealth Management
Tennessee
$4.13K – – –
MYAM
1253
Meiji Yasuda Asset Management
Japan
$3.88K +$1.86K +9,930 +92%
MPCL
1254
My Personal CFO LLC
Washington
$3.75K +$3.75K +20 New
CCA
1255
Column Capital Advisors
Indiana
$3.38K +$1.13K +6 +50%
GMA
1256
Glassy Mountain Advisors
Maryland
$3.38K +$3.38K +18 New
PFA
1257
Pathway Financial Advisers
Indiana
$2.81K +$2.81K +15 New
NECFA
1258
New England Capital Financial Advisors
Connecticut
$2.6K +$2.6K +14 New
CPG
1259
Cornerstone Planning Group
New Jersey
$2.58K +$2.58K +14 New
KFP
1260
KB Financial Partners
New Jersey
$2K – – –
PP
1261
PFS Partners
New Jersey
$1.88K – – –
ACP
1262
Arcus Capital Partners
Georgia
$1.75K +$1.75K +9 New
PWS
1263
Paragon Wealth Strategies
Florida
$1.7K +$1.7K +9 New
ECM
1264
Everence Capital Management
Indiana
$1.36K -$1.13K -6,020 -45%
TCM
1265
TD Capital Management
Tennessee
$1.34K – – –
DWA
1266
Delos Wealth Advisors
Texas
$1.31K – – –
AIC
1267
Archer Investment Corporation
Indiana
$1.31K – – –
TFM
1268
TFC Financial Management
Massachusetts
$1.31K – – –
OSNBOA
1269
Old Second National Bank of Aurora
Illinois
$1.31K +$1.31K +7 New
TCM
1270
Tanaka Capital Management
New York
$1K – – –
FRA
1271
Front Row Advisors
California
$1K – – –
LFA
1272
Level Financial Advisors
New York
$1K +$1K +3 New
CCMI
1273
Creative Capital Management Investments
California
$1K +$1K +8 New
OIA
1274
Optimum Investment Advisors
Illinois
$937 – – –
BC
1275
Barrett & Company
Rhode Island
$750 – – –
49 50
51
52 53