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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 %
PCM
1401
Palouse Capital Management
Washington
$3.22K +$3.22K +14 New
MIM
1402
Macroview Investment Management
Maryland
$3.08K – – –
AP
1403
Aspect Partners
Virginia
$2.99K +$1.61K +7 +117%
EC
1404
EntryPoint Capital
New York
$2.99K +$2.99K +13 New
CPA
1405
Clear Point Advisors
New York
$2.48K – – –
CWC
1406
Carolinas Wealth Consulting
North Carolina
$2.3K +$1.84K +8 +400%
PP
1407
PFS Partners
New Jersey
$2.3K – – –
VAMG
1408
Voisard Asset Management Group
Michigan
$2.3K +$2.3K +10 New
GI
1409
Gradient Investments
Minnesota
$2.3K -$49.9K -217 -96%
PA
1410
PSI Advisors
Florida
$2.3K – – –
ECM
1411
Everence Capital Management
Indiana
$2.21K – – –
CPG
1412
Cornerstone Planning Group
New Jersey
$2.14K – – –
FRA
1413
Front Row Advisors
California
$2.08K +$2.08K +9 New
FRA
1414
Frank Rimerman Advisors
California
$2.07K – – –
HBW
1415
Hazlett, Burt & Watson
West Virginia
$2K – – –
TCM
1416
TD Capital Management
Tennessee
$1.91K +$239 +1 +14%
TIM
1417
Thompson Investment Management
Wisconsin
$1.84K – – –
AIC
1418
Archer Investment Corporation
Indiana
$1.61K – – –
BIM
1419
Breakwater Investment Management
Washington
$1.61K +$1.61K +7 New
WCM
1420
Westend Capital Management
California
$1.61K +$1.61K +7 New
SN
1421
Sittner & Nelson
Oregon
$1.38K -$51.8K -225 -97%
TWP
1422
TFO Wealth Partners
Ohio
$1.38K – – –
IWP
1423
IAG Wealth Partners
Wisconsin
$1.38K +$1.38K +6 New
HFS
1424
Horizon Financial Services
North Carolina
$1.15K +$1.15K +5 New
MAWCM
1425
Mine & Arao Wealth Creation & Management
California
$1.15K +$1.15K +5 New
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