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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 %
FFBTD
1176
First Financial Bank - Trust Division
Ohio
$212K -$30.9K -132 -13%
LAM
1177
L2 Asset Management
Massachusetts
$212K +$212K +905 New
AIA
1178
Alera Investment Advisors
Illinois
$210K +$210K +898 New
DLCIG
1179
D.L. Carlson Investment Group
New Hampshire
$210K +$210K +898 New
LW
1180
Linscomb Wealth
Texas
$210K +$210K +896 New
CWS
1181
Confluence Wealth Services
Pennsylvania
$209K +$209K +894 New
VA
1182
Valmark Advisers
Ohio
$209K +$209K +892 New
PFWA
1183
Paces Ferry Wealth Advisors
Georgia
$209K -$26.2K -112 -11%
LPAM
1184
Lodestar Private Asset Management
California
$206K +$206K +880 New
MSFS
1185
Main Street Financial Solutions
Pennsylvania
$206K -$49K -209 -19%
EA
1186
Emerald Advisors
Washington
$206K +$206K +775 New
CS
1187
Cannell & Spears
New York
$206K +$206K +878 New
CPW
1188
Crestmont Private Wealth
Texas
$206K +$206K +878 New
TFF
1189
The Family Firm
Maryland
$205K – – –
OC
1190
Oarsman Capital
Wisconsin
$205K +$205K +877 New
CFG
1191
Carr Financial Group
Massachusetts
$205K -$150K -642 -42%
FBC
1192
Fairfield, Bush & Co
Connecticut
$205K +$205K +876 New
ST
1193
Somerset Trust
Pennsylvania
$204K +$204K +873 New
GFS
1194
GYL Financial Synergies
Connecticut
$204K +$204K +873 New
UAS
1195
United Asset Strategies
New York
$204K +$204K +872 New
LGA
1196
Lebenthal Global Advisors
New York
$204K +$204K +871 New
A
1197
Allianz
Germany
$204K – – –
SNBOSD
1198
Security National Bank of So Dak
Iowa
$204K +$204K +870 New
GM
1199
GeoWealth Management
Illinois
$203K -$23.9K -102 -11%
PCS
1200
Personal CFO Solutions
New Jersey
$203K +$203K +868 New
46 47
48
49 50