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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 %
ACM
701
Aljian Capital Management
Nevada
$818K +$818K +3,494 New
PB
702
Pinnacle Bancorp
Nebraska
$817K – – –
JWBC
703
J.W. Burns & Co
New York
$808K – – –
FTWA
704
Fifth Third Wealth Advisors
Ohio
$808K +$111K +476 +16%
FNFDCM
705
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$800K -$122K -520 -13%
TWM
706
Tradition Wealth Management
Minnesota
$794K -$14.8K -63 -2%
WBCM
707
Wilson & Boucher Capital Management
California
$793K – – –
MAM
708
Madison Asset Management
Wisconsin
$792K -$52.2K -223 -6%
PWMAG
709
Pinnacle Wealth Management Advisory Group
New Jersey
$790K +$22.7K +97 +3%
WANY
710
Wealthspire Advisors (New York)
New York
$786K -$3.98K -17 -0.5%
SDJVC
711
St. Denis J. Villere & Co
Louisiana
$781K – – –
SC
712
Searle & Co
Connecticut
$774K -$234K -1,000 -23%
CNB
713
Camden National Bank
Maine
$766K -$1.17K -5 -0.2%
AAM
714
AR Asset Management
California
$764K – – –
QWP
715
Quotient Wealth Partners
Texas
$762K -$61.3K -262 -7%
RMDI
716
R.M. Davis Inc
Maine
$760K +$1.87K +8 +0.2%
GFP
717
Gryphon Financial Partners
Ohio
$759K +$113K +484 +18%
CWM
718
Connecticut Wealth Management
Connecticut
$756K -$62.5K -267 -8%
FFM
719
Fullerton Fund Management
Singapore
$756K +$327K +1,395 +76%
JIC
720
Joel Isaacson & Co
New York
$748K -$2.11K -9 -0.3%
IPW
721
Inlet Private Wealth
Florida
$747K – – –
GL
722
Graypoint LLC
New York
$745K +$31.6K +135 +4%
BOS
723
Bank of Stockton
California
$741K -$33K -141 -4%
CCA
724
Checchi Capital Advisers
California
$740K -$21.8K -93 -3%
NPT
725
Nixon Peabody Trust
Massachusetts
$737K +$92.5K +395 +14%
27 28
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