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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 %
SWM
851
SeaCrest Wealth Management
New York
$486K -$2.11K -9 -0.4%
LNB
852
Ledyard National Bank
$484K +$9.13K +39 +2%
FIA
853
Foundations Investment Advisors
Arizona
$484K +$225K +962 +87%
RWP
854
Ridgecrest Wealth Partners
California
$483K – – –
HIP
855
HUB Investment Partners
Texas
$482K -$227K -971 -32%
TCM
856
Tradewinds Capital Management
Washington
$482K – – –
DI
857
Diligent Investors
California
$481K – – –
FGA
858
Fortis Group Advisors
New Jersey
$481K +$2.11K +9 +0.4%
IAN
859
Integrated Advisors Network
Texas
$474K -$3.98K -17 -0.8%
PMFA
860
Plante Moran Financial Advisors
Michigan
$474K +$3.28K +14 +0.7%
MSFP
861
Mark Sheptoff Financial Planning
Connecticut
$472K – – –
LIM
862
Longfellow Investment Management
Massachusetts
$469K +$469K +2,005 New
VBCG
863
Valley Brook Capital Group
Pennsylvania
$467K +$15.5K +66 +3%
ECM
864
Evergreen Capital Management
Washington
$466K -$20.8K -89 -4%
ILI
865
Invesco LLC (Illinois)
Illinois
$465K – – –
OAM
866
Oberweis Asset Management
Illinois
$464K -$13.6K -58 -3%
DWM
867
Defined Wealth Management
Oregon
$463K +$3.28K +14 +0.7%
PMSA
868
Patrick M. Sweeney & Associates
Illinois
$462K +$41.9K +179 +10%
PA
869
PFG Advisors
Arizona
$462K -$296K -1,264 -39%
CRC
870
Curi RMB Capital
Illinois
$460K +$460K +1,963 New
AIM
871
Athena Investment Management
California
$460K – – –
FHA
872
Flagship Harbor Advisors
Massachusetts
$459K +$459K +1,959 New
WPP
873
Whalerock Point Partners
Rhode Island
$457K – – –
MA
874
MONECO Advisors
Connecticut
$457K +$5.15K +22 +1%
MIM
875
Marco Investment Management
Georgia
$456K – – –
33 34
35
36 37