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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 %
SIG
476
Stonegate Investment Group
Alabama
$2.11M – – –
HA
477
Harfst & Associates
Wyoming
$2.09M +$447K +1,910 +27%
AEPWM
478
Atlantic Edge Private Wealth Management
Florida
$2.08M +$64.4K +275 +3%
VAS
479
Vestmark Advisory Solutions
Massachusetts
$2.06M +$291K +1,244 +17%
TA
480
Tectonic Advisors
Texas
$2.04M -$52.9K -226 -3%
NIM
481
NEOS Investment Management
Connecticut
$2.03M +$380K +1,624 +23%
CSPIA
482
Cary Street Partners Investment Advisory
Virginia
$2.03M -$93.4K -399 -4%
FNA
483
First National Advisers
Nebraska
$2.03M +$114K +487 +6%
KB
484
Kimelman & Baird
New York
$2M -$41.9K -179 -2%
BTC
485
Bank & Trust Company
Illinois
$1.99M – – –
CA
486
CoreCap Advisors
Michigan
$1.99M +$1.99M +8,511 New
CB
487
Cadence Bank
Mississippi
$1.98M +$26.7K +114 +1%
WAM
488
Weiss Asset Management
Massachusetts
$1.97M +$1.97M +8,419 New
JF
489
Jump Financial
Illinois
$1.96M -$530K -2,263 -21%
EWM
490
Empirical Wealth Management
Washington
$1.96M -$381K -1,626 -16%
AA
491
Argent Advisors
Louisiana
$1.95M +$358K +1,752 +22%
FFN
492
Focus Financial Network
Minnesota
$1.93M +$34.4K +147 +2%
AI
493
Accredited Investors
Minnesota
$1.93M – – –
MMPW
494
Mitchell McLeod Pugh & Williams
Alabama
$1.92M – – –
OIA
495
OneDigital Investment Advisors
Kansas
$1.91M -$55.7K -238 -3%
EP
496
Edgestream Partners
New Jersey
$1.91M +$1.91M +8,152 New
WA
497
WBH Advisory
Maryland
$1.91M -$120K -511 -6%
DWM
498
Dakota Wealth Management
Florida
$1.91M -$45.9K -196 -2%
EF
499
Empirical Finance
Pennsylvania
$1.89M +$38.2K +163 +2%
JCM
500
Jacobi Capital Management
Pennsylvania
$1.88M +$126K +540 +7%
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