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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 %
CAC
1151
Core Alternative Capital
Georgia
$222K – – –
GF
1152
Gries Financial
Ohio
$222K +$222K +949 New
9WM
1153
9258 Wealth Management
Ohio
$222K -$20.8K -89 -9%
FWM
1154
Focused Wealth Management
New York
$222K +$222K +947 New
EI
1155
EDMP Inc
Florida
$221K +$221K +945 New
Fisher Asset Management
1156
Fisher Asset Management
Washington
$221K -$122K -522 -36%
BFA
1157
Brendel Financial Advisors
New Hampshire
$221K +$221K +944 New
ZIM
1158
Zacks Investment Management
Illinois
$221K +$221K +943 New
OWA
1159
One Wealth Advisors
California
$221K -$6.79K -29 -3%
CRWM
1160
Castle Rock Wealth Management
California
$219K -$49K -214 -18%
PDM
1161
Penn Davis McFarland
Texas
$218K +$218K +933 New
TW
1162
TritonPoint Wealth
Maryland
$217K +$217K +919 New
SRA
1163
Secured Retirement Advisors
Minnesota
$217K +$217K +926 New
CFSG
1164
Community Financial Services Group
Vermont
$215K +$215K +918 New
MCM
1165
MV Capital Management
Maryland
$214K -$13.6K -58 -6%
BWM
1166
BNC Wealth Management
Oregon
$214K +$214K +916 New
CIP
1167
Convergence Investment Partners
Florida
$214K +$214K +915 New
HCMT
1168
Highland Capital Management (Tennessee)
Tennessee
$214K +$214K +915 New
IF
1169
Ironwood Financial
Arizona
$213K +$213K +911 New
NFP
1170
Narus Financial Partners
Utah
$213K +$213K +910 New
MFS
1171
Madrona Financial Services
Washington
$213K +$213K +909 New
Wolverine Trading
1172
Wolverine Trading
Illinois
$213K +$213K +901 New
CFA
1173
Cahill Financial Advisors
Minnesota
$213K -$21.5K -92 -9%
GSC
1174
Ground Swell Capital
South Carolina
$213K +$213K +908 New
PCG
1175
Prosperity Consulting Group
Maryland
$212K +$212K +907 New
45 46
47
48 49