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Travelers Companies
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Overview Fund Activity

1,436 hedge funds and large institutions have $43.5B invested in Travelers Companies in 2024 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 446 increasing their positions, 510 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+119
Holders Change %
+9.04%
% of All Funds
20.82%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
204
Increased
446
Reduced
510
Closed
70
Calls
$173M
Puts
$197M
Net Calls
-$23.9M
Net Calls Change
+$22.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.7B
2
Barclays
Barclays
United Kingdom
$475M
3
ZIG
Zurich Insurance Group
Switzerland
$88.2M
4
PAM
Panagora Asset Management
Massachusetts
$106M
5
Bank of America
Bank of America
North Carolina
$750M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$931M
2
NI
Nuance Investments
Missouri
$11.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.29B
4
BlackRock
BlackRock
New York
$4.5B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.81B
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
251
Utah Retirement Systems
Utah
$9.09M – – –
Lido Advisors
252
Lido Advisors
California
$9.04M +$450K +1,956 +5%
DPAM
253
Degroof Petercam Asset Management
Belgium
$8.98M +$299K +1,300 +3%
BFS
254
Bradley Foster & Sargent
Connecticut
$8.94M -$281K -1,220 -3%
CFG
255
Citizens Financial Group
Rhode Island
$8.84M -$687K -2,982 -7%
NEI
256
Northwest & Ethical Investments
Ontario, Canada
$8.83M -$6.3M -27,381 -42%
CSS
257
Cubist Systematic Strategies
Connecticut
$8.82M +$8.82M +38,325 New
LIP
258
Lighthouse Investment Partners
Florida
$8.79M +$5.1M +22,143 +138%
EWM
259
Executive Wealth Management
Michigan
$8.71M -$565K -2,476 -6%
PWM
260
Perigon Wealth Management
California
$8.51M -$590K -2,565 -6%
PI
261
PGGM Investments
Netherlands
$8.49M -$654K -2,840 -7%
CAM
262
Carret Asset Management
New York
$8.48M -$49.5K -215 -0.6%
BFA
263
Benedict Financial Advisors
Georgia
$8.47M -$4.14K -18 -0%
PKC
264
Palmer Knight Company
Florida
$8.45M +$94.1K +409 +1%
MPAM
265
Murphy Pohlad Asset Management
Minnesota
$8.42M -$9.21K -40 -0.1%
YCM
266
Yousif Capital Management
Michigan
$8.38M -$1.11M -4,825 -12%
Brown Advisory
267
Brown Advisory
Maryland
$8.33M -$13.1K -57 -0.2%
Public Sector Pension Investment Board (PSP Investments)
268
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.28M +$47.6K +207 +0.6%
QC
269
Quadrature Capital
United Kingdom
$8.16M +$7.08M +30,781 +660%
NRI
270
NFP Retirement Inc
California
$8.09M -$75.9K -330 -0.9%
ACP
271
Aviance Capital Partners
Florida
$8.02M +$684K +2,971 +9%
GCM
272
Genus Capital Management
British Columbia, Canada
$7.98M +$7.98M +34,670 New
NYLIM
273
New York Life Investment Management
New York
$7.93M -$281K -1,223 -3%
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$7.87M -$1.52M -6,594 -16%
CA
275
Cullinan Associates
Kentucky
$7.86M +$4.84M +21,014 +160%
9 10
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