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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 %
EP
1301
Eudaimonia Partners
Tennessee
– -$252K -1,345 Closed
HPM
1302
Hudson Portfolio Management
New York
– -$246K -1,310 Closed
SCA
1303
Sippican Capital Advisors
Massachusetts
– -$244K -1,300 Closed
AA
1304
ALPS Advisors
Colorado
– -$238K -1,268 Closed
IPW
1305
Invictus Private Wealth
Colorado
– -$235K -1,252 Closed
CCFCSB
1306
Cape Cod Five Cents Savings Bank
Massachusetts
– -$230K -1,227 Closed
TLP
1307
Trinity Legacy Partners
Texas
– -$229K -1,220 Closed
FM
1308
Family Management
New York
– -$227K -1,209 Closed
ACA
1309
Anchor Capital Advisors
Massachusetts
– -$225K -1,198 Closed
CIA
1310
Capital Investment Advisors
Georgia
– -$224K -1,192 Closed
OPA
1311
Old Port Advisors
Maine
– -$220K -1,172 Closed
WAP
1312
Wealthcare Advisory Partners
Pennsylvania
– -$220K -1,171 Closed
WP
1313
Wealthspan Partners
Iowa
– -$218K -1,165 Closed
TIA
1314
Trust Investment Advisors
Indiana
– -$218K -1,164 Closed
PP
1315
Patten & Patten
Tennessee
– -$218K -1,162 Closed
FIA
1316
Foundations Investment Advisors
Arizona
– -$217K -1,157 Closed
IWA
1317
Intercontinental Wealth Advisors
Texas
– -$216K -1,153 Closed
ECM
1318
EagleClaw Capital Management
Massachusetts
– -$215K -1,146 Closed
FAG
1319
Fortitude Advisory Group
Washington
– -$213K -1,134 Closed
CCP
1320
Clarkston Capital Partners
Michigan
– -$212K -1,129 Closed
FA
1321
Financial Advisors
Massachusetts
– -$211K -1,128 Closed
BFO
1322
Boston Family Office
Massachusetts
– -$206K -1,100 Closed
LPAM
1323
Lodestar Private Asset Management
California
– -$206K -1,098 Closed
SFI
1324
SPC Financial Inc
Maryland
– -$205K -1,093 Closed
PFM
1325
Patton Fund Management
Texas
– -$204K -1,088 Closed
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