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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 %
PCA
951
Pallas Capital Advisors
Massachusetts
$366K +$366K +1,427 New
BHBT
952
Burke & Herbert Bank & Trust
Virginia
$366K +$366K +1,562 New
BBNA
953
Bremer Bank National Association
Minnesota
$363K -$7.26K -31 -2%
PP
954
PrairieView Partners
Minnesota
$362K – – –
CC
955
Centiva Capital
New York
$362K -$1.58M -6,762 -81%
BSTWA
956
Blake Schutter Theil Wealth Advisors
Ohio
$358K +$358K +1,531 New
BFO
957
Boston Family Office
Massachusetts
$357K +$357K +1,525 New
WIC
958
Woodmont Investment Counsel
Tennessee
$356K – – –
AIM
959
Aspen Investment Management
Michigan
$356K – – –
MCWS
960
McKinley Carter Wealth Services
West Virginia
$355K – – –
GCM
961
G2 Capital Management
Ohio
$355K – – –
WCF
962
West Coast Financial
California
$353K – – –
WSC
963
Wellington Shields & Co
New York
$353K -$2.34K -10 -0.7%
RC
964
Randolph Company
Ohio
$352K – – –
CPIA
965
Cornell Pochily Investment Advisors
New York
$351K +$9.83K +42 +3%
ATFA
966
All Terrain Financial Advisors
Minnesota
$350K – – –
BW
967
Bison Wealth
Georgia
$349K -$33.5K -143 -9%
MCM
968
Manchester Capital Management
Vermont
$349K +$8.9K +38 +3%
PPWP
969
Premier Path Wealth Partners
New Jersey
$348K -$7.73K -33 -2%
FTC
970
Farmers Trust Company
Ohio
$347K -$1.17K -5 -0.3%
ABWM
971
Alpine Bank Wealth Management
Colorado
$346K +$346K +1,479 New
IF
972
Intrua Financial
Texas
$345K – – –
CT
973
Colonial Trust
South Carolina
$343K +$1.87K +8 +0.5%
MA
974
MKT Advisors
California
$343K – – –
NB
975
NBT Bank
New York
$342K -$234 -1 -0.1%
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