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Travelers Companies
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Overview Fund Activity

1,451 hedge funds and large institutions have $43.3B invested in Travelers Companies in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 461 increasing their positions, 511 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+57
Holders Change %
+4.09%
% of All Funds
20.99%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
172
Increased
461
Reduced
511
Closed
97
Calls
$172M
Puts
$144M
Net Calls
+$28.9M
Net Calls Change
+$101M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$367M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$138M
3
Morgan Stanley
Morgan Stanley
New York
+$80.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$66.8M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$62.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$412M
2
BlackRock
BlackRock
New York
-$200M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$104M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$102M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$77.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
UA
376
Unison Advisors
District of Columbia
$3.57M +$17.8K +76 +0.5%
UM
377
UniSuper Management
Australia
$3.54M +$413K +1,764 +13%
AI
378
Arvest Investments
Arkansas
$3.52M -$271K -1,156 -7%
1SB
379
1ST Source Bank
Indiana
$3.52M -$89.9K -384 -2%
MSU
380
Mizuho Securities USA
New York
$3.46M -$674K -2,878 -16%
LC
381
Lincoln Capital
Nebraska
$3.46M -$43.1K -184 -1%
FMWA
382
Forvis Mazars Wealth Advisors
Missouri
$3.43M -$16.6K -71 -0.5%
NVIM
383
New Vernon Investment Management
Illinois
$3.4M – – –
HIMCH
384
Hartford Investment Management Co (HIMCO)
Connecticut
$3.39M -$54.3K -232 -2%
IC
385
IEQ Capital
California
$3.37M +$538K +2,300 +19%
QC
386
Quadrature Capital
United Kingdom
$3.34M -$6.57M -28,052 -66%
CWM
387
Congress Wealth Management
Massachusetts
$3.33M +$1.18M +5,050 +55%
AM
388
AGF Management
Ontario, Canada
$3.31M +$735K +3,141 +29%
BAAM
389
Baker Avenue Asset Management
California
$3.3M +$37.9K +162 +1%
KWM
390
Kingsview Wealth Management
Oregon
$3.28M -$1.98M -8,438 -38%
Focus Partners Wealth
391
Focus Partners Wealth
Massachusetts
$3.27M +$815K +3,480 +33%
HWAM
392
Hennion & Walsh Asset Management
New Jersey
$3.2M +$77.6K +331 +2%
HW
393
Hancock Whitney
Mississippi
$3.16M -$284K -1,212 -8%
RPC
394
Rossmore Private Capital
Connecticut
$3.13M -$16.4K -70 -0.5%
QCM
395
Quantinno Capital Management
New York
$3.1M +$801K +3,422 +35%
CGH
396
Crossmark Global Holdings
Texas
$3.09M -$289K -1,234 -9%
MSRPS
397
Maryland State Retirement & Pension System
Maryland
$3.06M -$1.13M -4,837 -27%
RIM
398
Rakuten Investment Management
Japan
$3.05M +$752K +3,183 +33%
GAMC
399
Garner Asset Management Corp
Texas
$3.04M +$7.49K +32 +0.2%
CIC
400
Carnegie Investment Counsel
Ohio
$3.04M +$18K +77 +0.6%
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16
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