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Travelers Companies
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Overview Fund Activity

1,247 hedge funds and large institutions have $30.4B invested in Travelers Companies in 2023 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 442 increasing their positions, 478 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
-27
Holders Change %
-2.12%
% of All Funds
19.88%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
102
Increased
442
Reduced
478
Closed
110
Calls
$108M
Puts
$127M
Net Calls
-$19M
Net Calls Change
-$49.2M

Top Buyers

1
Millennium Management
Millennium Management
New York
$197M
2
ClearBridge Investments
ClearBridge Investments
New York
$747M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$143M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$83.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$98.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.24B
2
PG
Prostatis Group
Maryland
$629K
3
State Street
State Street
Massachusetts
$2.51B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$706M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
1201
Hazlett, Burt & Watson
West Virginia
$8K – – –
MFA
1202
McClarren Financial Advisors
Pennsylvania
$8K – – –
BC
1203
Barrett & Company
Rhode Island
$7.68K +$7.02K +43 +1,075%
CWM
1204
Cranbrook Wealth Management
Michigan
$7.51K – – –
CFFP
1205
Center for Financial Planning
Michigan
$7.35K – – –
AAG
1206
Armstrong Advisory Group
Massachusetts
$7.19K – – –
LFASL
1207
Lugano Financial Advisors SA (LFA)
Switzerland
$6.37K +$6.37K +39 New
IG
1208
ING Group
Netherlands
$6.04K -$1.13M -6,922 -99%
YAL
1209
Your Advocates Ltd
Texas
$5.72K -$1.63K -10 -22%
TC
1210
Truvestments Capital
Florida
$5.55K – – –
RWPA
1211
Richard W. Paul & Associates
Michigan
$5.06K -$2.12K -13 -30%
SIA
1212
SkyView Investment Advisors
New Jersey
$5K +$500 +3 +11%
JFG
1213
JDM Financial Group
Texas
$4.9K – – –
MIM
1214
Macroview Investment Management
Maryland
$4.61K +$4.61K +28 New
TCM
1215
Tradewinds Capital Management
Washington
$4.41K – – –
CTA
1216
Colonial Trust Advisors
South Carolina
$4.25K -$8.66K -53 -67%
PS
1217
PayPay Securities
Japan
$3.92K – – –
MIA
1218
Milestone Investment Advisors
Wisconsin
$3.76K +$3.76K +23 New
TWP
1219
TFO Wealth Partners
Ohio
$2.43K +$1.39K +8 +133%
AWA
1220
Authentikos Wealth Advisory
California
$2.12K +$2.12K +13 New
KFP
1221
KB Financial Partners
New Jersey
$2K – – –
AW
1222
Avion Wealth
Texas
$2K +$133 +1 +7%
RCM
1223
Raleigh Capital Management
North Carolina
$1.76K +$1.76K +11 New
RFA
1224
Register Financial Advisors
Georgia
$1.64K +$1.64K +10 New
NECFA
1225
New England Capital Financial Advisors
Connecticut
$1.63K – – –
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