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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 %
AA
501
Ancora Advisors
Ohio
$1.87M +$2.34K +10 +0.1%
CWP
502
Capital Wealth Planning
Florida
$1.87M – – –
NGA
503
Naples Global Advisors
Florida
$1.87M -$5.85K -25 -0.3%
O
504
Ossiam
France
$1.87M -$112K -480 -6%
FFWA
505
FRG Family Wealth Advisors
Washington
$1.85M – – –
PA
506
Profund Advisors
Maryland
$1.85M +$101K +432 +6%
CB
507
Community Bank
New York
$1.84M – – –
MC
508
Moors & Cabot
Massachusetts
$1.83M +$31.1K +133 +2%
HH
509
Hilltop Holdings
Texas
$1.83M +$431K +1,842 +31%
P
510
&Partners
Tennessee
$1.82M +$1.34M +5,721 +282%
IGAM
511
iA Global Asset Management
Quebec, Canada
$1.81M +$120K +514 +7%
CIA
512
Choate Investment Advisors
Massachusetts
$1.81M -$22K -94 -1%
PAM
513
Paradigm Asset Management
New York
$1.8M – – –
Lido Advisors
514
Lido Advisors
California
$1.78M +$1.77M +919,484 +17,795%
ACM
515
Academy Capital Management
Texas
$1.77M – – –
LIP
516
Lighthouse Investment Partners
Florida
$1.76M +$1.76M +7,526 New
BMC
517
Benin Management Corp
Connecticut
$1.76M – – –
TI
518
Tidal Investments
Wisconsin
$1.74M +$521K +2,225 +43%
BFG
519
Beacon Financial Group
Texas
$1.72M -$99.5K -425 -5%
NAS
520
Nicolet Advisory Services
Wisconsin
$1.71M +$1.71M +7,344 New
CAMV
521
Concord Asset Management (Virginia)
Virginia
$1.71M +$205K +875 +14%
BAM
522
Belpointe Asset Management
Nevada
$1.71M +$52.2K +223 +3%
SSWM
523
Smith Salley Wealth Management
North Carolina
$1.7M +$22.2K +95 +1%
CIC
524
Cornercap Investment Counsel
Georgia
$1.7M -$533K -2,277 -24%
NMIMC
525
Northwestern Mutual Investment Management Company
Wisconsin
$1.69M -$15.2K -65 -0.9%
19 20
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