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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 %
AIM
1076
Anchor Investment Management
South Carolina
$260K -$10.3K -44 -4%
FMII
1077
Farmers & Merchants Investments Inc
Nebraska
$259K – – –
FCP
1078
Fidelis Capital Partners
Florida
$259K +$259K +1,006 New
VFA
1079
Voya Financial Advisors
Connecticut
$259K +$15.8K +67 +7%
MIS
1080
Morningstar Investment Services
Illinois
$258K +$258K +1,091 New
BCM
1081
Blume Capital Management
California
$258K – – –
ACI
1082
Alpha Cubed Investments
California
$255K -$3.28K -14 -1%
ADIM
1083
Alpha DNA Investment Management
Maryland
$254K – – –
MAM
1084
Mystic Asset Management
Rhode Island
$254K +$254K +1,084 New
CCA
1085
Childress Capital Advisors
Texas
$252K -$1.87K -8 -0.7%
HI
1086
Humankind Investments
New York
$251K +$15.2K +65 +6%
BBI
1087
Baxter Bros Inc
Connecticut
$251K – – –
CST
1088
Charles Schwab Trust
Nevada
$250K – – –
CB
1089
Centennial Bank
Arkansas
$250K +$250K +1,066 New
KFI
1090
Key Financial Inc
Pennsylvania
$249K – – –
BIAS
1091
Beacon Investment Advisory Services
New Jersey
$249K +$249K +1,065 New
MSA
1092
Marino Stram & Associates
Massachusetts
$248K -$17.3K -74 -7%
PWPS
1093
Pinnacle Wealth Planning Services
Ohio
$248K -$3.75K -16 -1%
PI
1094
Pettee Investors
Connecticut
$248K – – –
WBC
1095
Westpac Banking Corp
Australia
$245K – – –
JFL
1096
Jarislowsky, Fraser Ltd
Quebec, Canada
$244K – – –
LJAC
1097
L.J. Altfest & Co
New York
$243K -$7.25K -31 -3%
LFA
1098
Legacy Financial Advisors
Kentucky
$243K +$243K +1,037 New
BFA
1099
Bragg Financial Advisors
North Carolina
$243K +$243K +1,036 New
FMLI
1100
Fukoku Mutual Life Insurance
Japan
$243K – – –
42 43
44
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