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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 %
SF
901
Summit Financial
New Jersey
$417K -$3.98K -17 -0.9%
DWM
902
Drive Wealth Management
Utah
$412K -$2.58K -11 -0.6%
GRP
903
Global Retirement Partners
California
$412K +$14.7K +63 +4%
UH
904
Unigestion Holding
Switzerland
$412K -$7.92M -33,812 -95%
SEA
905
Stegent Equity Advisors
Texas
$410K -$33K -141 -7%
PP
906
PDS Planning
Ohio
$410K +$7.02K +30 +2%
AF
907
Advisornet Financial
Minnesota
$409K -$62K -265 -13%
NL
908
NWAM LLC
Washington
$409K -$20.1K -86 -5%
VA
909
Verdad Advisers
Massachusetts
$408K -$254K -1,086 -38%
Walleye Capital
910
Walleye Capital
New York
$407K +$407K +1,740 New
BL
911
BFSG LLC
California
$407K – – –
A
912
AlphaQuest
New York
$407K -$424K -1,813 -51%
GCP
913
GSA Capital Partners
United Kingdom
$406K -$228K -974 -36%
SAM
914
Smartleaf Asset Management
Massachusetts
$405K +$219K +928 +118%
OTPPB
915
Ontario Teachers' Pension Plan Board
Ontario, Canada
$405K +$405K +1,729 New
PBC
916
Pavion Blue Capital
California
$404K – – –
MYIA
917
Mount Yale Investment Advisors
Colorado
$404K +$33K +141 +9%
EWM
918
Evermay Wealth Management
Virginia
$403K -$11.7K -50 -3%
MGIA
919
Moneta Group Investment Advisors
Missouri
$402K +$73.8K +315 +22%
SF
920
Symphony Financial
Texas
$399K +$399K +11,831 New
MBTD
921
Mechanics Bank - Trust Department
California
$398K -$23.4K -100 -6%
NRS
922
Neville Rodie & Shaw
New York
$398K – – –
UF
923
Univest Financial
Pennsylvania
$397K +$397K +1,695 New
ACM
924
Advisors Capital Management
New Jersey
$395K +$11.2K +48 +3%
DWM
925
Destination Wealth Management
California
$395K – – –
35 36
37
38 39