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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 %
RI
776
Rinkey Investments
California
$626K – – –
FRM
777
Foundation Resource Management
Arkansas
$624K – – –
BHPW
778
Beverly Hills Private Wealth
California
$623K -$58.5K -250 -9%
TSS
779
Two Sigma Securities
New York
$623K +$191K +814 +44%
AWM
780
Aries Wealth Management
Maine
$622K -$47.8K -204 -7%
SFS
781
Stiles Financial Services
Minnesota
$622K +$11K +47 +2%
Fidelity International
782
Fidelity International
Bermuda
$621K +$26.9K +115 +5%
SWP
783
Stratos Wealth Partners
Ohio
$618K -$26.9K -115 -4%
PS
784
Principal Securities
Iowa
$616K +$75.2K +321 +14%
EFA
785
Evernest Financial Advisors
Indiana
$615K -$9.37K -40 -2%
SWM
786
Sugarloaf Wealth Management
Georgia
$614K – – –
CHAM
787
Clear Harbor Asset Management
Connecticut
$614K -$1.64K -7 -0.3%
WF
788
Welch & Forbes
Massachusetts
$614K – – –
JAG
789
Journey Advisory Group
Kentucky
$612K +$81.3K +400 +15%
CAM
790
Cozad Asset Management
Illinois
$610K – – –
LTAS
791
Linden Thomas Advisory Services
North Carolina
$608K +$146K +623 +32%
BTW
792
Boston Trust Walden
Massachusetts
$605K +$125K +533 +26%
DWP
793
Daymark Wealth Partners
Ohio
$604K +$643 +114 +0.1%
FSA
794
Franklin Street Advisors
North Carolina
$604K – – –
RWA
795
River Wealth Advisors
Pennsylvania
$604K +$4.92K +21 +0.8%
SIG
796
Sky Investment Group
Connecticut
$601K -$11.7K -50 -2%
CF
797
Centaurus Financial
California
$597K -$10.8K -46 -2%
FNBSF
798
First National Bank Sioux Falls
South Dakota
$597K – – –
OCG
799
Opus Capital Group
Ohio
$594K +$90.8K +388 +18%
HB
800
HTLF Bank
Colorado
$588K – – –
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