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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 %
BONH
751
Bank of New Hampshire
New Hampshire
$669K -$2.34K -10 -0.3%
TPW
752
Transatlantique Private Wealth
New York
$667K +$19.4K +83 +3%
TVM
753
True Vision MN
Minnesota
$666K -$2.81K -12 -0.4%
ZB
754
Zions Bancorporation
Utah
$662K +$116K +495 +21%
IAS
755
Insigneo Advisory Services
Florida
$661K +$253K +1,080 +62%
MMM
756
Mendel Money Management
Illinois
$659K -$11.7K -50 -2%
WP
757
WMS Partners
Maryland
$658K -$30.7K -131 -4%
AIP
758
Ameritas Investment Partners
Nebraska
$658K -$23.6K -101 -3%
GVAG
759
Great Valley Advisor Group
Delaware
$657K -$32.3K -138 -5%
SVWAG
760
Sound View Wealth Advisors Group
Georgia
$656K +$90.8K +388 +16%
BAM
761
Brave Asset Management
New Jersey
$651K – – –
BWP
762
Baldwin Wealth Partners
Massachusetts
$648K +$26.7K +114 +4%
LA
763
LVW Advisors
New York
$645K +$42.1K +180 +7%
CAM
764
Cidel Asset Management
Ontario, Canada
$643K -$34.4K -147 -5%
WB
765
WesBanco Bank
West Virginia
$643K -$3.04K -13 -0.5%
CAC
766
Cowen and Company
New York
$642K +$642K +2,741 New
LI
767
LMCG Investments
Massachusetts
$639K – – –
GWANC
768
Guardian Wealth Advisors (North Carolina)
North Carolina
$638K +$468 +2 +0.1%
AssetMark Inc
769
AssetMark Inc
California
$637K +$15.7K +67 +3%
SW
770
SkyOak Wealth
Michigan
$636K -$2.81K -12 -0.4%
WA
771
Waverly Advisors
Alabama
$633K -$56.7K -242 -8%
ABC
772
Associated Banc-Corp
Wisconsin
$631K -$6.09K -26 -1%
EB
773
Eastern Bank
Massachusetts
$629K +$629K +2,688 New
OFS
774
Orrstown Financial Services
Pennsylvania
$629K +$28.3K +121 +5%
TAM
775
Trust Asset Management
Texas
$628K – – –
29 30
31
32 33