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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 %
CYG
1226
Clean Yield Group
Vermont
$157K +$4.92K +21 +3%
EWA
1227
EverSource Wealth Advisors
Alabama
$157K +$2.57K +11 +2%
ATS
1228
Ashton Thomas Securities
New York
$156K +$156K +668 New
BGAI
1229
Bruce G. Allen Investments
Colorado
$153K +$234 +1 +0.2%
GSEP
1230
Golden State Equity Partners
California
$151K -$252K -1,077 -62%
CH
1231
Cromwell Holdings
Wyoming
$148K – – –
ATC
1232
Adirondack Trust Company
New York
$147K – – –
DWA
1233
Dougherty Wealth Advisers
Minnesota
$147K – – –
JGIA
1234
Jackson Grant Investment Advisers
Connecticut
$144K +$468 +2 +0.3%
GWSG
1235
GPS Wealth Strategies Group
Colorado
$144K – – –
ECM
1236
Estabrook Capital Management
New York
$143K -$702 -3 -0.5%
BCA
1237
Bray Capital Advisors
Florida
$140K – – –
DMBA
1238
Deseret Mutual Benefit Administrators
Utah
$134K -$5.85K -25 -4%
MPWT
1239
MassMutual Private Wealth & Trust
Connecticut
$132K -$22K -94 -14%
BBHC
1240
Brown Brothers Harriman & Co
New York
$131K +$34.9K +149 +36%
FFL
1241
Financial Freedom LLC
Ohio
$127K – – –
CFS
1242
CGC Financial Services
Oregon
$125K – – –
HFM
1243
Harvest Fund Management
China
$123K +$115K +492 +1,406%
SA
1244
SRH Advisors
Kansas
$121K – – –
CPA
1245
Capital Performance Advisors
California
$119K +$119K +509 New
ITIM
1246
Indiana Trust & Investment Management
Indiana
$119K – – –
TLA
1247
Tanglewood Legacy Advisors
Texas
$117K – – –
BHWM
1248
Beaird Harris Wealth Management
Texas
$117K – – –
CHC
1249
City Holding Co
West Virginia
$110K – – –
TH
1250
TCTC Holdings
Texas
$110K – – –
48 49
50
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