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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 %
FTDI
401
First Trust Direct Indexing
Massachusetts
$3.04M +$611K +2,611 +25%
MCM
402
MAI Capital Management
Ohio
$3.03M -$873K -3,729 -22%
LSERS
403
Louisiana State Employees Retirement System
Louisiana
$3M -$46.8K -200 -2%
VIM
404
Vinva Investment Management
Australia
$3M +$192K +815 +7%
WBWA
405
William B. Walkup & Associates
South Carolina
$3M +$3M +12,793 New
SAM
406
Securian Asset Management
Minnesota
$2.95M -$112K -480 -4%
BMSSC
407
B. Metzler seel. Sohn & Co
Germany
$2.93M – – –
Barrow, Hanley, Mewhinney & Strauss
408
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.92M – – –
WorldQuant Millennium Advisors
409
WorldQuant Millennium Advisors
New York
$2.86M +$158K +675 +6%
DFA
410
Delta Financial Advisors
Louisiana
$2.86M +$85.2K +364 +3%
DADC
411
D.A. Davidson & Co
Montana
$2.85M -$23.2K -99 -0.8%
ACIM
412
Azimuth Capital Investment Management
Michigan
$2.84M -$76.1K -325 -3%
SC
413
Savant Capital
Illinois
$2.84M -$406K -1,732 -13%
AIM
414
Acropolis Investment Management
Missouri
$2.82M -$104K -446 -4%
KA
415
Kintegral Advisory
New York
$2.82M -$37K -158 -1%
FWP
416
FAS Wealth Partners
Kansas
$2.81M +$135K +578 +5%
CWM
417
Compass Wealth Management
Connecticut
$2.81M – – –
AWM
418
Accurate Wealth Management
Florida
$2.81M +$5.78K +24 +0.2%
IWA
419
Icon Wealth Advisors
Texas
$2.8M -$33.5K -143 -1%
HI
420
Horizon Investments
North Carolina
$2.8M -$9.37K -40 -0.3%
GIP
421
Granite Investment Partners
California
$2.8M +$2.8M +11,964 New
OAM
422
Ostrum Asset Management
France
$2.8M +$1.31M +5,583 +88%
FDCDDQ
423
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.79M -$9.36K -40 -0.3%
SFI
424
Siemens Fonds Invest
Germany
$2.77M +$64.1K +274 +2%
HWM
425
HB Wealth Management
Georgia
$2.77M +$93.9K +401 +4%
15 16
17
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