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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 %
CASB
1051
Cape Ann Savings Bank
Massachusetts
$281K – – –
SFC
1052
SYM Financial Corp
Indiana
$281K +$28.6K +122 +11%
CFM
1053
Catalyst Funds Management
Australia
$281K +$281K +1,200 New
MIC
1054
Means Investment Company
Maine
$280K +$234 +1 +0.1%
LT
1055
Legacy Trust
Michigan
$280K +$33.5K +143 +14%
AC
1056
Avestar Capital
New York
$274K +$6.56K +28 +2%
RG
1057
Rathbones Group
United Kingdom
$273K -$80.1K -342 -23%
M1FG
1058
Mach-1 Financial Group
Arkansas
$273K – – –
DWS
1059
Dynamic Wealth Strategies
California
$272K -$29.1K -124 -10%
DJSG
1060
D.J. St. Germain
Massachusetts
$272K -$702 -3 -0.3%
WP
1061
Wealthspan Partners
Iowa
$272K -$468 -2 -0.2%
SCA
1062
Sippican Capital Advisors
Massachusetts
$272K – – –
SWA
1063
Stratos Wealth Advisors
Ohio
$271K -$4.45K -19 -2%
OBWG
1064
Onyx Bridge Wealth Group
New York
$271K +$234 +1 +0.1%
HI
1065
Harbour Investments
Wisconsin
$269K -$1.17K -5 -0.4%
EA
1066
Everpar Advisors
Oklahoma
$269K -$12.6K -54 -4%
ECM
1067
EagleClaw Capital Management
Massachusetts
$268K – – –
WH
1068
Willner & Heller
California
$268K +$10.5K +45 +4%
GTAM
1069
Global Trust Asset Management
Florida
$266K +$176K +751 +194%
CAGAS
1070
Capital Advisory Group Advisory Services
Minnesota
$265K – – –
CWA
1071
Canvas Wealth Advisors
Kansas
$263K +$263K +1,125 New
JWA
1072
JFS Wealth Advisors
Pennsylvania
$262K -$48.4K -207 -16%
SDH
1073
Sloy Dahl & Holst
Washington
$261K -$32.3K -138 -11%
CFP
1074
Catalyst Financial Partners
Massachusetts
$261K -$7.73K -33 -3%
NPP
1075
New Potomac Partners
Maryland
$260K -$17.6K -75 -6%
41 42
43
44 45