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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 %
NW
1201
Naviter Wealth
Arkansas
$203K +$203K +866 New
VBFP
1202
Valtinson Bruner Financial Planning
Minnesota
$202K +$202K +863 New
TFP
1203
Tilia Fiduciary Partners
North Carolina
$202K +$202K +861 New
SIC
1204
Salem Investment Counselors
North Carolina
$202K +$5.15K +22 +3%
RPGK
1205
Retirement Planning Group (Kansas)
Kansas
$202K +$202K +861 New
PK
1206
Pflug Koory
Nebraska
$201K +$201K +860 New
FCT
1207
First Community Trust
Iowa
$198K – – –
HWM
1208
Horizons Wealth Management
North Carolina
$197K -$5.62K -24 -3%
SOW
1209
State of Wyoming
Wyoming
$196K -$72.8K -311 -27%
GFPC
1210
Global Financial Private Client
Florida
$195K – – –
VNA
1211
Valley National Advisers
Pennsylvania
$194K -$7.26K -31 -4%
EBA
1212
Eagle Bay Advisors
New York
$189K +$39.3K +168 +26%
AA
1213
Addison Advisors
Vermont
$188K +$80.8K +345 +75%
AGWCA
1214
Annis Gardner Whiting Capital Advisors
Florida
$187K -$234 -1 -0.1%
CB
1215
CNB Bank
Pennsylvania
$186K – – –
LWCFA
1216
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$179K – – –
TF
1217
Tompkins Financial
New York
$178K +$51.3K +219 +41%
CNBTD
1218
Citizens National Bank Trust Department
Mississippi
$176K – – –
AFS
1219
Annapolis Financial Services
Maryland
$175K +$937 +4 +0.5%
FMB
1220
Field & Main Bank
Kentucky
$174K – – –
BCP
1221
Blue Chip Partners
Michigan
$174K +$702 +3 +0.4%
UFF
1222
USA Financial Formulas
Michigan
$171K +$171K +729 New
AA
1223
Alta Advisers
United Kingdom
$164K – – –
MSWM
1224
Mowery & Schoenfeld Wealth Management
Illinois
$161K – – –
FC
1225
Fairscale Capital
New Hampshire
$159K – – –
47 48
49
50 51