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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 %
MC
576
Machina Capital
France
$1.33M +$1.33M +5,665 New
DAS
577
Dynamic Advisor Solutions
Arizona
$1.32M +$42.1K +180 +3%
IFWM
578
Institute for Wealth Management
Colorado
$1.32M -$47.1K -201 -3%
TCOV
579
Trust Company of Vermont
Vermont
$1.32M -$28.3K -121 -2%
GWP
580
Gen-Wealth Partners
Michigan
$1.32M -$32K -128 -2%
PD
581
Point72 (DIFC)
United Arab Emirates
$1.32M +$1.32M +5,617 New
FLPIM
582
F.L. Putnam Investment Management
Massachusetts
$1.3M +$1.3M +5,566 New
HWM
583
HighMark Wealth Management
Minnesota
$1.29M +$7.96K +34 +0.6%
DWA
584
Douglass Winthrop Advisors
New York
$1.29M -$14.5K -62 -1%
FNBT
585
FineMark National Bank & Trust
Florida
$1.28M +$303K +1,293 +31%
PWC
586
PYA Waltman Capital
Tennessee
$1.28M +$53.6K +229 +4%
PTC
587
Private Trust Company
Ohio
$1.26M -$7.73K -33 -0.6%
HCA
588
Harbor Capital Advisors
Illinois
$1.26M +$7.96K +34 +0.6%
SW
589
SlateStone Wealth
Florida
$1.26M +$64.1K +274 +5%
VSQM
590
V-Square Quantitative Management
Illinois
$1.25M +$90.6K +387 +8%
PIM
591
Plato Investment Management
Australia
$1.25M -$2.34K -10 -0.2%
HTC
592
Haverford Trust Company
Pennsylvania
$1.25M +$4.92K +21 +0.4%
AWM
593
Axxcess Wealth Management
California
$1.25M -$18K -77 -1%
NWAG
594
Net Worth Advisory Group
Utah
$1.25M +$1.25M +5,334 New
PG
595
Prostatis Group
Maryland
$1.25M +$118K +503 +10%
GLR
596
Great Lakes Retirement
Ohio
$1.25M +$67.9K +290 +6%
RC
597
Roundview Capital
New Jersey
$1.24M +$35.4K +151 +3%
PWA
598
Providence Wealth Advisors
Illinois
$1.23M +$27K +105 +2%
TFA
599
Transamerica Financial Advisors
Florida
$1.22M +$1.22M +5,205 New
SWM
600
Spire Wealth Management
Virginia
$1.22M +$611K +2,745 +101%
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