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Travelers Companies
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Overview Fund Activity

1,394 hedge funds and large institutions have $38.6B invested in Travelers Companies in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 506 increasing their positions, 478 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,394
Holders Change
-42
Holders Change %
-2.92%
% of All Funds
20.28%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.1%
New
113
Increased
506
Reduced
478
Closed
132
Calls
$111M
Puts
$183M
Net Calls
-$72.5M
Net Calls Change
-$48.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.73B
2
UBS AM
UBS AM
Illinois
$516M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$177M
4
Norges Bank
Norges Bank
Norway
$438M
5
BlackRock
BlackRock
New York
$4.1B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$816M
2
Barclays
Barclays
United Kingdom
$196M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
4
ZIG
Zurich Insurance Group
Switzerland
$0
5
Man Group
Man Group
United Kingdom
$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
301
Candriam SCA
Luxembourg
$5.27M +$550K +2,705 +12%
AAS
302
Avantax Advisory Services
Texas
$5.16M +$1.3M +6,402 +34%
VPIM
303
Vanguard Personalized Indexing Management
California
$5.11M +$133K +659 +3%
BBVA
304
Banco Bilbao Vizcaya Argentaria
Spain
$5.1M +$520K +2,555 +11%
NA
305
NewEdge Advisors
Louisiana
$5.06M +$656K +3,228 +15%
CCIA
306
Campbell & Co Investment Adviser
Maryland
$5.03M +$5.03M +24,713 New
VCA
307
Verdence Capital Advisors
Maryland
$5.01M -$847K -4,166 -14%
PAG
308
Private Advisor Group
New Jersey
$4.98M -$79.1K -389 -2%
ADL
309
Asset Dedication LLC
California
$4.95M +$4.95M +24,346 New
GAM
310
Gotham Asset Management
New York
$4.94M +$2.4M +11,783 +94%
BPA
311
Beacon Pointe Advisors
California
$4.82M -$1.39M -6,847 -22%
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$4.8M -$42.1K -207 -0.9%
PIM
313
Penobscot Investment Management
Massachusetts
$4.78M +$884K +4,347 +23%
FCH
314
Freestone Capital Holdings
Washington
$4.73M +$51.2K +252 +1%
CB
315
Commerce Bank
Missouri
$4.71M -$194K -952 -4%
CBB
316
Citizens Business Bank
California
$4.65M -$31.5K -155 -0.7%
IMCOOI
317
Investment Management Corp of Ontario (IMCO)
Canada
$4.64M -$1.11M -5,457 -19%
CCT
318
Chemung Canal Trust
New York
$4.6M -$20.7K -102 -0.4%
KWM
319
Kingsview Wealth Management
Oregon
$4.56M +$1.8M +8,833 +65%
BA
320
Bristlecone Advisors
Washington
$4.48M -$64.5K -317 -1%
HPC
321
HM Payson & Co
Maine
$4.47M -$2.85K -14 -0.1%
RCM
322
RNC Capital Management
California
$4.47M -$26.2M -128,874 -85%
TSW
323
Thompson Siegel & Walmsley
Virginia
$4.47M +$4.47M +21,969 New
SC
324
Sawyer & Company
Massachusetts
$4.46M -$385K -1,891 -8%
SGI
325
Summit Global Investments
Utah
$4.43M -$650K -3,196 -13%
11 12
13
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