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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 %
VVP
526
Venture Visionary Partners
Ohio
$1.68M -$30.4K -130 -2%
EFS
527
Essex Financial Services
Connecticut
$1.67M -$95.9K -370 -5%
BI
528
Ballast Inc
Kentucky
$1.66M +$2.11K +9 +0.1%
BF
529
BOK Financial
Oklahoma
$1.66M -$58.3K -250 -3%
SDIC
530
South Dakota Investment Council
South Dakota
$1.65M – – –
GFA
531
Gifford Fong Associates
California
$1.64M – – –
MNBTD
532
Moody National Bank Trust Division
Texas
$1.64M +$158K +676 +11%
CWP
533
Concord Wealth Partners
Virginia
$1.63M +$135K +577 +9%
LI
534
LRI Investments
Florida
$1.63M +$549K +2,141 +51%
Eagle Capital Management (New York)
535
Eagle Capital Management (New York)
New York
$1.62M – – –
ATPW
536
Ashton Thomas Private Wealth
Arizona
$1.6M -$59.2K -253 -4%
PA
537
Parallel Advisors
California
$1.6M +$69.3K +296 +5%
PAS
538
Park Avenue Securities
New York
$1.59M -$97.7K -417 -6%
KRSITF
539
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.58M -$149K -638 -9%
BEI
540
Benjamin Edwards Inc
Missouri
$1.57M +$1.57M +6,721 New
NFA
541
Northern Financial Advisors
Michigan
$1.57M +$26K +111 +2%
S
542
SignatureFD
Georgia
$1.57M +$2.58K +11 +0.2%
TIM
543
Tevis Investment Management
Texas
$1.57M -$8.19K -35 -0.5%
SCA
544
Snowden Capital Advisors
New York
$1.55M +$69.1K +295 +5%
LBC
545
Lowe Brockenbrough & Co
Virginia
$1.55M +$242K +1,035 +19%
TPCW
546
TD Private Client Wealth
New York
$1.54M -$126K -539 -8%
RMC
547
Resources Management Corp
Connecticut
$1.53M – – –
IWC
548
Integrated Wealth Concepts
Massachusetts
$1.53M +$12.2K +52 +0.8%
BWP
549
BSW Wealth Partners
Colorado
$1.53M +$47.1K +201 +3%
SA
550
SpiderRock Advisors
Delaware
$1.52M -$387K -1,653 -20%
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