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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 %
NP
726
NorthRock Partners
Minnesota
$736K +$14.3K +61 +2%
EH
727
Equitable Holdings
New York
$736K +$54.3K +232 +8%
Lazard Asset Management
728
Lazard Asset Management
New York
$731K -$5.53M -23,684 -88%
QI
729
Qtron Investments
Massachusetts
$728K +$83.3K +356 +13%
WPW
730
Waldron Private Wealth
Pennsylvania
$726K +$86.4K +369 +14%
Jones Financial Companies
731
Jones Financial Companies
Missouri
$723K +$303K +1,287 +72%
JFA
732
JNBA Financial Advisors
Minnesota
$718K -$9.36K -40 -1%
SA
733
Strategic Advisors
New York
$716K -$2.11K -9 -0.3%
LFAS
734
Level Four Advisory Services
Texas
$715K +$60.8K +247 +9%
CBA
735
Coastal Bridge Advisors
Connecticut
$706K +$937 +4 +0.1%
VI
736
Versor Investments
New York
$704K -$678K -2,898 -49%
GWMR
737
GC Wealth Management RIA
Massachusetts
$702K +$702K +2,999 New
PNC
738
Park National Corp
Ohio
$697K – – –
PWLP
739
Prio Wealth Limited Partnership
Massachusetts
$696K – – –
FRA
740
Frank Rimerman Advisors
California
$696K -$37.5K -160 -5%
NFSG
741
Newbridge Financial Services Group
Florida
$692K +$585K +2,498 +543%
NS
742
NBC Securities
Alabama
$692K -$936 -4 -0.1%
MW
743
Marcum Wealth
Ohio
$688K -$15.2K -65 -2%
LCM
744
LVM Capital Management
Michigan
$686K – – –
GWM
745
Geneos Wealth Management
Colorado
$684K +$55K +235 +9%
WCM
746
Weik Capital Management
Pennsylvania
$682K – – –
STCOSD
747
Sageworth Trust Company of South Dakota
South Dakota
$677K -$8.9K -38 -1%
BJL
748
Brighton Jones LLC
Washington
$677K -$34.2K -146 -5%
UCB
749
United Community Bank
South Carolina
$675K -$51.3K -219 -7%
SC
750
Syon Capital
California
$671K -$10.3K -44 -2%
28 29
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