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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 %
MG
876
Mather Group
Illinois
$456K -$3.98K -17 -0.9%
CF
877
Clarity Financial
Texas
$455K +$455K +1,945 New
MFIM
878
Mesirow Financial Investment Management
Illinois
$455K +$147K +630 +48%
NIM
879
Northeast Investment Management
Massachusetts
$455K – – –
MM
880
MQS Management
New York
$453K +$14.8K +63 +3%
FAT
881
First American Trust
California
$447K -$3.04K -13 -0.7%
ST
882
Spinnaker Trust
Maine
$446K – – –
CAMG
883
CWA Asset Management Group
Florida
$443K +$443K +1,891 New
FNC
884
First National Corp
Massachusetts
$442K -$125K -535 -22%
VC
885
Veracity Capital
Georgia
$436K +$27.6K +118 +7%
SWM
886
Stockman Wealth Management
Montana
$436K -$1.64K -7 -0.4%
CWM
887
Cahaba Wealth Management
Georgia
$434K +$1.64K +7 +0.4%
DCM
888
Donaldson Capital Management
Indiana
$433K +$234 +1 +0.1%
ACM
889
Aster Capital Management
United Arab Emirates
$431K +$431K +1,843 New
SCM
890
Sterling Capital Management
North Carolina
$431K +$431K +1,840 New
MWM
891
Modera Wealth Management
New Jersey
$430K +$5.15K +22 +1%
CVA
892
Central Valley Advisors
California
$428K +$428K +1,830 New
CPIG
893
Chicago Partners Investment Group
Illinois
$428K +$81.8K +318 +24%
MPIA
894
Mountain Pacific Investment Advisers
Idaho
$426K – – –
PAM
895
Peak Asset Management
Colorado
$425K – – –
TWM
896
Trueblood Wealth Management
Ohio
$423K +$9.6K +41 +2%
PFBT
897
Parkside Financial Bank & Trust
Missouri
$423K -$4.68K -20 -1%
CGL
898
Clarius Group LLC
Washington
$419K -$7.94K -34 -2%
DIA
899
Dana Investment Advisors
Wisconsin
$418K -$23.4K -100 -5%
SAM
900
Sawgrass Asset Management
Florida
$417K -$37K -158 -8%
34 35
36
37 38