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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 %
CRWM
1326
Castle Rock Wealth Management
California
– -$202K -1,170 Closed
AC
1327
Apella Capital
Connecticut
– -$203K -1,169 Closed
CIA
1328
Capital Investment Advisors
Georgia
– -$203K -1,168 Closed
JFL
1329
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$202K -1,165 Closed
WP
1330
Wealthspan Partners
Iowa
– -$202K -1,163 Closed
WPA
1331
Winning Points Advisors
Florida
– -$201K -1,056 Closed
FBC
1332
Fairfield, Bush & Co
Connecticut
– -$152K -876 Closed
TFP
1333
Tilia Fiduciary Partners
North Carolina
– -$149K -858 Closed
SSG
1334
Summit Securities Group
New York
– -$102K -590 Closed
ODG
1335
O'Dell Group
Ohio
– -$88.2K -508 Closed
CFO
1336
CVA Family Office
Colorado
– -$82.5K -475 Closed
CWA
1337
Clearview Wealth Advisors
Oregon
– -$78.8K -454 Closed
RI
1338
Ridgewood Investments
New Jersey
– -$77K -444 Closed
OPTFSNA
1339
Old Point Trust & Financial Services N A
Virginia
– -$72.9K -420 Closed
FA
1340
Fiduciary Alliance
South Carolina
– -$71.5K -412 Closed
HFM
1341
Harvest Fund Management
China
– -$52K -301 Closed
RA
1342
Rational Advisors
New York
– -$47.8K -275 Closed
SF
1343
Safeguard Financial
Wisconsin
– -$46K -265 Closed
CA
1344
Crewe Advisors
Utah
– -$45K -259 Closed
WP
1345
WealthPLAN Partners
Nebraska
– -$36.5K -210 Closed
QL
1346
Quarry LP
New York
– -$23.4K -135 Closed
NSG
1347
Nalls Sherbakoff Group
Tennessee
– -$20.3K -120 Closed
WIM
1348
WealthPlan Investment Management
Nebraska
– -$17.4K -100 Closed
PMAM
1349
Picton Mahoney Asset Management
Ontario, Canada
– -$10K -60 Closed
LFA
1350
Legend Financial Advisors
Pennsylvania
– -$8.68K -50 Closed
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