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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 %
CCA
1001
Cobblestone Capital Advisors
New York
$322K +$50.8K +217 +19%
SB
1002
Simmons Bank
Arkansas
$320K -$126K -538 -28%
NHT
1003
New Hampshire Trust
New Hampshire
$317K -$11.7K -50 -4%
GWWM
1004
Great Waters Wealth Management
Minnesota
$317K +$703 +3 +0.2%
AO
1005
Advisor OS
Illinois
$315K +$11.9K +51 +4%
RWP
1006
RWA Wealth Partners
Massachusetts
$315K +$936 +4 +0.3%
UAG
1007
United Advisor Group
Ohio
$313K +$313K +1,338 New
WAP
1008
Wealthcare Advisory Partners
Pennsylvania
$313K -$41.9K -179 -12%
NMM
1009
Naples Money Management
Florida
$313K -$234 -1 -0.1%
TW
1010
TrinityPoint Wealth
Connecticut
$312K +$234 +1 +0.1%
SFS
1011
Strategic Financial Services
New York
$312K – – –
FAFN
1012
First Affirmative Financial Network
Colorado
$312K -$186K -793 -37%
QC
1013
Quent Capital
New York
$310K -$13.1K -56 -4%
NQWM
1014
Northwest Quadrant Wealth Management
Oregon
$310K +$1.17K +5 +0.4%
OPA
1015
Old Port Advisors
Maine
$309K -$1.87K -8 -0.6%
IC
1016
Inscription Capital
Texas
$308K +$1.41K +6 +0.5%
FOA
1017
Five Oceans Advisors
California
$307K -$6.79K -29 -2%
MCM
1018
Monument Capital Management
Virginia
$307K +$9.13K +39 +3%
WE
1019
Wealth Effects
Massachusetts
$306K – – –
VST
1020
Van Strum & Towne
California
$305K – – –
DAM
1021
Delta Asset Management
Tennessee
$303K -$1.41K -6 -0.5%
ERIM
1022
Eagle Ridge Investment Management
Connecticut
$302K – – –
LOPW
1023
Live Oak Private Wealth
North Carolina
$301K – – –
SS
1024
Sunbelt Securities
Texas
$300K -$9.13K -39 -3%
PBO
1025
Peoples Bank (Ohio)
Ohio
$297K -$131K -560 -31%
39 40
41
42 43