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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 %
SI
1276
Saxon Interests
Texas
– -$558K -3,215 Closed
BC
1277
Bridgefront Capital
Texas
– -$553K -3,182 Closed
MA
1278
MJP Associates
Connecticut
– -$548K -3,155 Closed
VIA
1279
Vident Investment Advisory
Georgia
– -$546K -3,142 Closed
RPGK
1280
Retirement Planning Group (Kansas)
Kansas
– -$539K -3,102 Closed
FMAEN1
1281
Fund Management at Engine No 1
California
– -$522K -3,007 Closed
NICM
1282
Neo Ivy Capital Management
New York
– -$489K -2,814 Closed
VWA
1283
V Wealth Advisors
Kansas
– -$450K -2,592 Closed
LFAS
1284
Level Four Advisory Services
Texas
– -$395K -2,274 Closed
WIS
1285
Wright Investors Service
Connecticut
– -$384K -2,214 Closed
RDWM
1286
Red Door Wealth Management
Tennessee
– -$375K -2,159 Closed
AIA
1287
Alera Investment Advisors
Illinois
– -$353K -2,031 Closed
WAM
1288
Wakefield Asset Management
Colorado
– -$349K -2,010 Closed
TC
1289
TAP Consulting
Missouri
– -$347K -2,000 Closed
GS
1290
GTS Securities
New York
– -$326K -1,880 Closed
GPWA
1291
Great Point Wealth Advisors
Massachusetts
– -$309K -1,778 Closed
FWM
1292
FFT Wealth Management
Pennsylvania
– -$305K -1,755 Closed
VF
1293
Virtu Financial
New York
– -$291K -1,675 Closed
SG
1294
StoneX Group
New York
– -$282K -1,625 Closed
AWA
1295
Arete Wealth Advisors
Illinois
– -$274K -1,577 Closed
MCM
1296
Monument Capital Management
Virginia
– -$273K -1,570 Closed
ACM
1297
Advisors Capital Management
New Jersey
– -$258K -1,487 Closed
RG
1298
Renaissance Group
Kentucky
– -$258K -1,487 Closed
AT
1299
American Trust
Kentucky
– -$256K -1,475 Closed
AR
1300
Advisory Research
Illinois
– -$248K -1,429 Closed
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