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Travelers Companies
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Overview Fund Activity

1,274 hedge funds and large institutions have $32.4B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 457 increasing their positions, 454 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+22
Holders Change %
+1.76%
% of All Funds
20.09%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
122
Increased
457
Reduced
454
Closed
92
Calls
$125M
Puts
$94.5M
Net Calls
+$30.2M
Net Calls Change
+$23.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.18B
2
Barclays
Barclays
United Kingdom
$159M
3
Morgan Stanley
Morgan Stanley
New York
$643M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$92.8M
5
BG
Bahl & Gaynor
Ohio
$173M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$69M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$834M
3
Capital International Investors
Capital International Investors
California
$64.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.06B
5
Viking Global Investors
Viking Global Investors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
1251
Independence Bank of Kentucky
Kentucky
$2.78K +$2.78K +16 New
CCA
1252
Column Capital Advisors
Indiana
$2.08K – – –
CA
1253
Centerpoint Advisors
Massachusetts
$2K – – –
KFP
1254
KB Financial Partners
New Jersey
$2K – – –
BG
1255
Bollard Group
Massachusetts
$2K +$2K +10 New
NECFA
1256
New England Capital Financial Advisors
Connecticut
$1.74K – – –
PP
1257
PFS Partners
New Jersey
$1.74K – – –
TCM
1258
TD Capital Management
Tennessee
$1.26K – – –
TFM
1259
TFC Financial Management
Massachusetts
$1.22K -$695 -4 -36%
AIC
1260
Archer Investment Corporation
Indiana
$1.22K – – –
DWA
1261
Delos Wealth Advisors
Texas
$1.22K – – –
TWP
1262
TFO Wealth Partners
Ohio
$1.04K – – –
FRA
1263
Front Row Advisors
California
$1K – – –
TCM
1264
Tanaka Capital Management
New York
$1K – – –
AW
1265
Avion Wealth
Texas
$1K +$786 +11 +367%
CAS
1266
Coppell Advisory Solutions
Texas
$855 +$855 +5 New
BC
1267
Barrett & Company
Rhode Island
$695 – – –
FSWA
1268
Financial Synergies Wealth Advisors
Texas
$521 – – –
CWC
1269
Carolinas Wealth Consulting
North Carolina
$347 – – –
HWP
1270
Highline Wealth Partners
California
$347 +$347 +2 New
IGWM
1271
ICA Group Wealth Management
Colorado
$174 -$544K -3,129 -100%
AWM
1272
AllSquare Wealth Management
New York
$173 – – –
Comerica Bank
1273
Comerica Bank
Texas
$6 +$6 +218,787 New
Viking Global Investors
1274
Viking Global Investors
Connecticut
– -$64.9M -378,345 Closed
BC
1275
Brookfield Corp
Ontario, Canada
– -$35M -204,408 Closed
49 50
51
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