TRAVELERS COMPANIES INC
COM · CUSIP 89417E113
4
institutional holders
-2 vs Q4 2022
38.2k
shares reported held*
$7.8mreported value*
3 new
0 added
0 reduced
4 sold out
net bought ≈ $918.4k (+5.4k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $203.91.
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 3 |
| Q4 2022 | 6 |
| Q1 2023 | 4 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 4 | 2 |
| Q1 2023 | 3 | 4 |
Biggest buyers
| Ethic Inc. | New | +24.7k |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | New | +11.7k |
| ATLAS CAPITAL ADVISORS INC. | New | +315 |
Biggest sellers
| Norinchukin Bank, The | Sold out | -29.5k |
| NICOLET ADVISORY SERVICES, LLC | Sold out | -1.3k |
| Lee Financial Co | Sold out | -398 |
| RFP Financial Group LLC | Sold out | -88 |
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| Ethic Inc. 0.17% of their portfolio | 24.7k $4.2m | New |
| RESOURCES MANAGEMENT CORP /CT/ /ADV 0.52% of their portfolio | 11.7k $3.2m | New |
| BURKE & HERBERT BANK & TRUST CO 0.20% of their portfolio | 1.6k $267.7k | Unchanged |
| ATLAS CAPITAL ADVISORS INC. 0.01% of their portfolio | 315 $54.0k | New |