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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 %
LFA
1376
Legend Financial Advisors
Pennsylvania
$11.3K +$7.6K +33 +206%
S
1377
Sachetta
Massachusetts
$10.7K – – –
CWM
1378
Cranbrook Wealth Management
Michigan
$10.6K – – –
CFFP
1379
Center for Financial Planning
Michigan
$10.4K – – –
BC
1380
Barrett & Company
Rhode Island
$9.9K -$921 -4 -9%
AFG
1381
Albion Financial Group
Utah
$9.21K – – –
RCM
1382
Raleigh Capital Management
North Carolina
$9.21K +$4.37K +19 +90%
AAG
1383
Armstrong Advisory Group
Massachusetts
$8.38K – – –
Twin Tree Management
1384
Twin Tree Management
Texas
$8.29K +$8.29K +36 New
YAL
1385
Your Advocates Ltd
Texas
$8.06K – – –
CAL
1386
Capital Analysts LLC
Pennsylvania
$8K – – –
DCM
1387
Davis Capital Management
Florida
$7.76K – – –
DPW
1388
DiNuzzo Private Wealth
Pennsylvania
$7.6K – – –
RWPA
1389
Richard W. Paul & Associates
Michigan
$7.13K – – –
JFG
1390
JDM Financial Group
Texas
$6.9K – – –
AAG
1391
Accordant Advisory Group
Maryland
$6.44K +$6.44K +28 New
HWP
1392
Highline Wealth Partners
California
$6.21K – – –
APC
1393
Aspire Private Capital
North Carolina
$6.21K – – –
SFCL
1394
Strengthening Families & Communities LLC
Massachusetts
$6K – – –
AW
1395
Avion Wealth
Texas
$6K +$1.39K +6 +30%
PS
1396
PayPay Securities
Japan
$5.29K -$1.38K -6 -21%
Parallax Volatility Advisers
1397
Parallax Volatility Advisers
California
$4.83K -$2.76K -12 -36%
MCM
1398
MidAtlantic Capital Management
Virginia
$3.45K – – –
RWA
1399
Redmont Wealth Advisors
Illinois
$3.45K +$3.45K +15 New
TFM
1400
TFC Financial Management
Massachusetts
$3.22K +$230 +1 +8%
54 55
56
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