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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 %
TCM
1426
Tanaka Capital Management
New York
$1K – – –
NL
1427
NVWM LLC
Pennsylvania
$925 +$925 +4 New
FSWA
1428
Financial Synergies Wealth Advisors
Texas
$691 – – –
GWM
1429
Guardian Wealth Management
Illinois
$489 – – –
RS
1430
Rakuten Securities
Japan
$460 – – –
IGWM
1431
ICA Group Wealth Management
Colorado
$230 -$8.74K -38 -97%
HGERS
1432
Householder Group Estate & Retirement Specialist
Arizona
$230 – – –
WA
1433
WestEnd Advisors
North Carolina
$230 +$230 +1 New
FIA
1434
FNY Investment Advisers
New York
$46 +$46 +200 New
DWM
1435
Dogwood Wealth Management
Kansas
$6 -$8 – –
Point72 Asset Management
1436
Point72 Asset Management
Connecticut
– -$63.6M -333,854 Closed
Balyasny Asset Management
1437
Balyasny Asset Management
Illinois
– -$42.8M -224,885 Closed
LP
1438
LMR Partners
United Kingdom
– -$26.7M -140,323 Closed
IG
1439
ING Group
Netherlands
– -$22.3M -117,073 Closed
HighTower Advisors
1440
HighTower Advisors
Illinois
– -$18.5M -97,018 Closed
Mercer Global Advisors
1441
Mercer Global Advisors
Colorado
– -$8.65M -45,388 Closed
PE
1442
Point72 Europe
United Kingdom
– -$7.05M -37,008 Closed
CLOS
1443
Compagnie Lombard Odier SCmA
Switzerland
– -$5.14M -27,000 Closed
CM
1444
Crestline Management
Texas
– -$4.19M -21,982 Closed
JWCA
1445
J.W. Coons Advisors
Ohio
– -$4.07M -21,350 Closed
MWM
1446
Moran Wealth Management
Florida
– -$2.67M -14,016 Closed
WAM
1447
Worth Asset Management
Texas
– -$2.2M -11,553 Closed
NAS
1448
Nicolet Advisory Services
Wisconsin
– -$1.5M -7,758 Closed
SC
1449
Shay Capital
New York
– -$1.43M -7,500 Closed
PMG
1450
ProVise Management Group
Florida
– -$1.35M -7,071 Closed
56 57
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