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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 %
VCM
1326
Viewpoint Capital Management
Washington
– -$204K -1,086 Closed
PWPS
1327
Pinnacle Wealth Planning Services
Ohio
– -$203K -1,084 Closed
FFBTD
1328
First Financial Bank - Trust Division
Ohio
– -$203K -1,082 Closed
GFL
1329
Granite FO LLC
New Hampshire
– -$157K -825 Closed
FCA
1330
Fortis Capital Advisors
Kansas
– -$102K -544 Closed
SSG
1331
Summit Securities Group
New York
– -$88K -467 Closed
IAS
1332
IMA Advisory Services
Colorado
– -$84.6K -451 Closed
DCM
1333
Dupont Capital Management
Delaware
– -$81.6K -435 Closed
MWM
1334
MinichMacGregor Wealth Management
New York
– -$81.6K -435 Closed
AWM
1335
Accurate Wealth Management
Florida
– -$69K -361 Closed
MS
1336
Madden Securities
Texas
– -$63.7K -340 Closed
ACA
1337
Atlas Capital Advisors
Wyoming
– -$59.1K -315 Closed
HFM
1338
Harvest Fund Management
China
– -$50K -267 Closed
FA
1339
Fiduciary Alliance
South Carolina
– -$44.6K -238 Closed
BAM
1340
Bellevue Asset Management
Washington
– -$33.4K -179 Closed
OWA
1341
One Wealth Advisors
California
– -$31.7K -169 Closed
IFA
1342
Interactive Financial Advisors
Illinois
– -$29.6K -158 Closed
FIM
1343
FWL Investment Management
Texas
– -$28.1K -150 Closed
HNWAG
1344
High Net Worth Advisory Group
Florida
– -$21.9K -117 Closed
FWA
1345
Freedom Wealth Alliance
Wisconsin
– -$21.4K -114 Closed
HB
1346
Horizon Bancorp
Indiana
– -$19K -100 Closed
NSB
1347
Norway Savings Bank
Maine
– -$15.6K -83 Closed
HT
1348
Headlands Technologies
Illinois
– -$15K -78 Closed
RFG
1349
RFP Financial Group
Georgia
– -$13.3K -71 Closed
GIA
1350
Goodwin Investment Advisory
Georgia
– -$12K -64 Closed
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