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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 %
RI
1301
Ridgewood Investments
New Jersey
– -$204K -1,114 Closed
RCAG
1302
Rehmann Capital Advisory Group
Michigan
– -$203K -1,108 Closed
SFG
1303
Sovereign Financial Group
Connecticut
– -$202K -1,108 Closed
PCM
1304
Pointe Capital Management
Michigan
– -$201K -1,100 Closed
TLP
1305
Trinity Legacy Partners
Texas
– -$201K -1,100 Closed
ER
1306
Enlightenment Research
Florida
– -$201K -1,098 Closed
BS
1307
Boenning & Scattergood
Pennsylvania
– -$200K -1,096 Closed
T
1308
TCWP
Ohio
– -$109K -599 Closed
CSIA
1309
Conrad Siegel Investment Advisors
Pennsylvania
– -$91K -500 Closed
FAG
1310
Fortitude Advisory Group
Washington
– -$86K -469 Closed
TFO
1311
Tarbox Family Office
California
– -$73K -402 Closed
GAM
1312
Gemmer Asset Management
California
– -$70K -386 Closed
NICM
1313
Neo Ivy Capital Management
New York
– -$58K -314 Closed
NIM
1314
NuWave Investment Management
New Jersey
– -$54K -296 Closed
EDRH
1315
Edmond de Rothschild Holding
Switzerland
– -$40K -221 Closed
HA
1316
Herold Advisors
New York
– -$36.5K -200 Closed
SQA
1317
Simon Quick Advisors
New Jersey
– -$23K -127 Closed
BFC
1318
Bedel Financial Consulting
Indiana
– -$14K -75 Closed
HCM
1319
Highlander Capital Management
New Jersey
– -$14K -75 Closed
GIA
1320
Goodwin Investment Advisory
Georgia
– -$12K -64 Closed
FFA
1321
Freedman Financial Associates
Massachusetts
– -$12K -64 Closed
CI
1322
Cordant Inc
Oregon
– -$11K -60 Closed
MFA
1323
McClarren Financial Advisors
Pennsylvania
– -$10K -58 Closed
DFCM
1324
Dark Forest Capital Management
Puerto Rico
– -$7K -41 Closed
RFWA
1325
RPg Family Wealth Advisory
Massachusetts
– -$6.03K -33 Closed
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