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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 %
PCIA
926
Prime Capital Investment Advisors
Kansas
$395K +$937 +4 +0.2%
GLA
927
Good Life Advisors
Pennsylvania
$392K +$392K +1,675 New
TNB
928
Thomasville National Bank
Georgia
$391K – – –
BHWM
929
Bar Harbor Wealth Management
New Hampshire
$390K – – –
FWM
930
ForthRight Wealth Management
Georgia
$389K -$22K -94 -5%
GEA
931
Glen Eagle Advisors
New Jersey
$388K +$224K +957 +137%
CNTOF
932
Canandaigua National Trust of Florida
New York
$385K +$385K +1,646 New
OCBCO
933
Oversea-Chinese Banking Corp (OCBC)
Singapore
$384K +$17.8K +76 +5%
FFA
934
Florida Financial Advisors
Florida
$383K +$383K +1,637 New
SMC
935
Smith, Moore & Co
Missouri
$383K – – –
FG
936
Fiduciary Group
Georgia
$382K – – –
CWM
937
Cornerstone Wealth Management
Missouri
$381K +$937 +4 +0.2%
EBSAM
938
Eubel Brady & Suttman Asset Management
Ohio
$378K +$378K +1,615 New
PJSIMP
939
P.J. Schmidt Investment Management (PJS)
Wisconsin
$376K – – –
LPT
940
Legacy Private Trust
Wisconsin
$375K – – –
RSWM
941
Robertson Stephens Wealth Management
California
$375K -$8.9K -38 -2%
WFI
942
West Family Investments
California
$374K +$65.1K +278 +21%
CAG
943
Csenge Advisory Group
Florida
$374K +$4.26K +18 +1%
NCFG
944
New Century Financial Group
New Jersey
$373K – – –
CCG
945
Catalina Capital Group
California
$372K +$25.8K +110 +7%
LS
946
Livforsakringsbolaget Skandia
Sweden
$370K +$275K +1,175 +289%
KFS
947
Kurt F. Somerville
$369K – – –
BMCM
948
Bryn Mawr Capital Management
Pennsylvania
$368K -$14.8K -63 -4%
RG
949
Renaissance Group
Kentucky
$367K -$4.21K -18 -1%
NRD
950
Nebula Research & Development
New York
$367K -$2.54M -10,845 -87%
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