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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 %
SAM
1251
S.A. Mason
Michigan
$109K +$109K +465 New
ACA
1252
Atlas Capital Advisors
Wyoming
$108K +$11K +47 +11%
TSMHT
1253
Thurston Springer Miller Herd & Titak
Indiana
$101K +$1.4K +6 +1%
OPTFSNA
1254
Old Point Trust & Financial Services N A
Virginia
$98.3K – – –
T
1255
TOBAM
France
$97K +$97K +415 New
CFO
1256
CVA Family Office
Colorado
$96.7K +$936 +4 +1%
GBT
1257
Grove Bank & Trust
Florida
$95.8K -$243K -1,036 -72%
HIA
1258
Harbor Investment Advisory
Maryland
$93.2K -$468 -2 -0.5%
OP
1259
ORG Partners
Indiana
$89.7K -$151K -643 -63%
IAS
1260
IMA Advisory Services
Colorado
$88.7K +$88.7K +379 New
TCA
1261
Trifecta Capital Advisors
Illinois
$87.1K – – –
HWM
1262
Hemington Wealth Management
Virginia
$87K +$87K +354 New
HCP
1263
Hexagon Capital Partners
Arkansas
$85.2K – – –
FUBT
1264
First United Bank & Trust
Maryland
$85.2K – – –
CA
1265
Continuum Advisory
Idaho
$84.7K +$77.7K +303 +1,122%
FCM
1266
Fourpath Capital Management
Oklahoma
$84K +$84K +359 New
FFC
1267
First Financial Corp
Indiana
$82.2K – – –
RL
1268
Rogco LP
Oklahoma
$80.3K – – –
WTA
1269
Washington Trust Advisors
Massachusetts
$80.3K +$234 +1 +0.3%
CA
1270
Crewe Advisors
Utah
$79.1K -$3.75K -16 -5%
VWA
1271
Valued Wealth Advisors
Utah
$77.5K +$4.92K +21 +7%
RDIA
1272
RE Dickinson Investment Advisors
Iowa
$76.1K – – –
PWMG
1273
Prestige Wealth Management Group
New Jersey
$75.6K – – –
PP
1274
Pacifica Partners
Canada
$75.4K – – –
OLVIG
1275
Oliver Lagore Vanvalin Investment Group
Michigan
$75.2K – – –
49 50
51
52 53