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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 %
Los Angeles Capital Management
426
Los Angeles Capital Management
California
$2.73M -$71.6K -306 -3%
IWM
427
IHT Wealth Management
Illinois
$2.72M +$1.13M +4,816 +71%
BC
428
Burney Company
Virginia
$2.69M -$174K -743 -6%
NW
429
NewEdge Wealth
Pennsylvania
$2.68M +$339K +1,446 +14%
PFP
430
Pinnacle Financial Partners
Tennessee
$2.65M -$101K -433 -4%
NMERB
431
New Mexico Educational Retirement Board
New Mexico
$2.62M -$70.2K -300 -3%
MGP
432
Metis Global Partners
California
$2.61M -$164K -700 -6%
CNBT
433
Canandaigua National Bank & Trust
New York
$2.6M -$264K -1,129 -9%
TBA
434
Tower Bridge Advisors
Pennsylvania
$2.56M -$46.8K -200 -2%
PCA
435
Peddock Capital Advisors
Massachusetts
$2.56M +$66K +282 +3%
EWM
436
Evercore Wealth Management
New York
$2.55M +$5.62K +24 +0.2%
SI
437
Stephens Inc
Arkansas
$2.55M -$51.5K -220 -2%
FMTCOCP
438
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.51M -$86.4K -369 -3%
SPC
439
Sigma Planning Corp
Michigan
$2.5M -$39.1K -167 -2%
FNT
440
First National Trust
Pennsylvania
$2.5M -$21.3K -91 -0.8%
PE
441
Point72 Europe
United Kingdom
$2.48M -$4.82M -20,600 -66%
EF
442
Exeter Financial
Arizona
$2.48M +$4.45K +19 +0.2%
ASN
443
Advisory Services Network
Georgia
$2.46M – – –
1832 Asset Management
444
1832 Asset Management
Ontario, Canada
$2.43M -$715K -3,054 -23%
SFA
445
Sequoia Financial Advisors
Ohio
$2.42M +$731K +3,122 +43%
GT
446
Greenleaf Trust
Michigan
$2.41M +$129K +553 +6%
BP
447
Ballentine Partners
Massachusetts
$2.41M +$1.34M +5,727 +125%
GWM
448
GSB Wealth Management
Connecticut
$2.41M -$42.4K -181 -2%
EF
449
Empowered Funds
Pennsylvania
$2.4M +$1.5M +6,426 +167%
MA
450
Montag & Associates
Georgia
$2.37M – – –
16 17
18
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