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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 %
CSB
826
City State Bank
Iowa
$535K – – –
MLL
827
Moody Lynn & Lieberson
Massachusetts
$535K -$3.04K -13 -0.6%
LA
828
Lifeworks Advisors
Michigan
$535K +$535K +2,283 New
LSAG
829
Lake Street Advisors Group
New Hampshire
$529K -$15.9K -68 -3%
DAS
830
Diversify Advisory Services
Utah
$527K -$264K -1,019 -33%
SGCA
831
Steel Grove Capital Advisors
Tennessee
$523K – – –
1IA
832
1620 Investment Advisors
Massachusetts
$518K -$51.5K -220 -9%
AAP
833
Arax Advisory Partners
Colorado
$517K -$1.17K -5 -0.2%
WJWM
834
Williams Jones Wealth Management
New York
$517K +$234 +1 +0%
LFG
835
Larson Financial Group
Missouri
$517K +$340K +1,451 +192%
SC
836
SouthState Corp
Florida
$516K – – –
BCA
837
Bay Colony Advisors
Massachusetts
$512K -$2.81K -12 -0.5%
Empower Advisory Group
838
Empower Advisory Group
Colorado
$511K -$936 -4 -0.2%
WS
839
Wedbush Securities
California
$509K -$1.08M -4,629 -68%
AP
840
Appleton Partners
Massachusetts
$507K – – –
APP
841
Avantax Planning Partners
Iowa
$506K -$702 -3 -0.1%
FZCM
842
Flynn Zito Capital Management
New York
$505K -$226K -964 -31%
SFG
843
Seamount Financial Group
Colorado
$504K – – –
QCIG
844
Quad-Cities Investment Group
Iowa
$504K +$504K +2,152 New
SCTC
845
Sanibel Captiva Trust Company
Florida
$503K +$63.4K +271 +14%
WIA
846
World Investment Advisors
California
$501K +$501K +2,141 New
JFGIW
847
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$499K +$40K +171 +9%
RT
848
Rockland Trust
Massachusetts
$498K +$498K +2,128 New
KFGK
849
Keystone Financial Group (Kentucky)
Kentucky
$496K – – –
MA
850
Mutual Advisors
Nebraska
$493K +$50K +195 +11%
32 33
34
35 36