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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 %
DWT
626
Dorsey & Whitney Trust
South Dakota
$1.09M +$414K +1,767 +61%
HSA
627
HBK Sorce Advisory
Pennsylvania
$1.08M -$35.1K -150 -3%
SAM
628
Silvercrest Asset Management
New York
$1.08M -$169K -721 -14%
GCA
629
Guardian Capital Advisors
Ontario, Canada
$1.07M – – –
MOS
630
MGO One Seven
Ohio
$1.07M -$176K -750 -14%
IAMOG
631
Investors Asset Management of Georgia
Georgia
$1.06M – – –
SPI
632
Sutton Place Investors
New York
$1.05M +$4.21K +18 +0.4%
MWM
633
Mission Wealth Management
California
$1.05M +$12.2K +52 +1%
HDIM
634
Hanson & Doremus Investment Management
Vermont
$1.03M -$936 -4 -0.1%
AF
635
Allworth Financial
California
$1.03M +$152K +648 +17%
BIM
636
Bridges Investment Management
Nebraska
$1.03M -$5.85K -25 -0.6%
BTI
637
Blue Trust Inc
Georgia
$1.03M +$416K +2,046 +68%
ET
638
Equitable Trust
Tennessee
$1.02M +$110K +471 +12%
FW
639
FullCircle Wealth
Texas
$1.02M -$6.06K -24 -0.6%
FT
640
Fiduciary Trust
Massachusetts
$1.01M +$156K +666 +18%
TC
641
TwinBeech Capital
New York
$1.01M -$1.59M -6,801 -61%
MYLI
642
Meiji Yasuda Life Insurance
Japan
$1.01M -$660K -2,819 -40%
SG
643
Somerset Group
Minnesota
$1.01M – – –
PT
644
Plimoth Trust
Massachusetts
$1M +$454K +1,940 +83%
FFM
645
Forum Financial Management
Illinois
$1M -$23.4K -100 -2%
B
646
Bailard
California
$995K -$29.3K -125 -3%
AFA
647
AA Financial Advisors
Ohio
$993K +$1.41K +6 +0.1%
WPA
648
West Paces Advisors
Georgia
$992K +$76.1K +325 +8%
Connor, Clark & Lunn Investment Management (CC&L)
649
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$984K -$5.3M -22,649 -84%
TF
650
Tudor Financial
Ohio
$983K +$983K +4,200 New
24 25
26
27 28