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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 %
POIA
1126
Pin Oak Investment Advisors
Texas
$233K – – –
RCAG
1127
Rehmann Capital Advisory Group
Michigan
$233K -$89.9K -384 -28%
FC
1128
Financial Council
Maryland
$233K – – –
LA
1129
Legacy Advisors
Pennsylvania
$232K +$232K +993 New
KIG
1130
Kowal Investment Group
Wisconsin
$232K +$702 +3 +0.3%
SWA
1131
SFMG Wealth Advisors
Texas
$231K -$42.8K -183 -16%
SFG
1132
Sovereign Financial Group
Connecticut
$231K -$468 -2 -0.2%
GSIS
1133
Global Strategic Investment Solutions
Arizona
$231K – – –
MFG
1134
Magnus Financial Group
New York
$230K +$230K +984 New
PL
1135
Perpetual Ltd
Australia
$230K – – –
EI
1136
Ellevest Inc
New York
$228K -$22.7K -97 -9%
FAIM
1137
Financial Advocates Investment Management
Washington
$228K +$228K +975 New
AWM
1138
Aprio Wealth Management
Georgia
$228K +$228K +974 New
CAM
1139
CPA Asset Management
Florida
$227K +$227K +970 New
WT
1140
Washington Trust
Rhode Island
$227K -$13.3K -57 -6%
TT
1141
TI-Trust
Illinois
$227K +$227K +970 New
HPM
1142
Hudson Portfolio Management
New York
$226K +$226K +965 New
WG
1143
Winton Group
United Kingdom
$226K +$226K +964 New
CAM
1144
CenterStar Asset Management
Illinois
$225K +$225K +962 New
WQ
1145
Wealth Quarterback
New Jersey
$225K -$5.39K -23 -2%
AWA
1146
Aaron Wealth Advisors
Illinois
$225K +$225K +961 New
TIM
1147
Tortoise Investment Management
New York
$225K -$937 -4 -0.4%
GDP
1148
Great Diamond Partners
Maine
$225K -$346K -1,476 -61%
GA
1149
Gateway Advisory
New Jersey
$223K -$82.2K -351 -27%
LCM
1150
Logan Capital Management
Pennsylvania
$222K – – –
44 45
46
47 48