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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 %
WWP
1301
WR Wealth Planners
Missouri
$53.1K -$234K -1,000 -81%
SIA
1302
Sit Investment Associates
Minnesota
$53K – – –
JIP
1303
Jaffetilchin Investment Partners
Florida
$52.9K +$52.9K +226 New
EDRH
1304
Edmond de Rothschild Holding
Switzerland
$51.7K – – –
PI
1305
PEAK6 Investments
Illinois
$50.1K -$163K -696 -76%
CCA
1306
Catalyst Capital Advisors
New York
$49.6K +$49.6K +212 New
CTA
1307
Colonial Trust Advisors
South Carolina
$48.9K +$234 +1 +0.5%
GJIA
1308
Glass Jacobson Investment Advisors
Maryland
$48K – – –
PWMG
1309
Private Wealth Management Group
New Jersey
$48K +$234 +1 +0.5%
MA
1310
MCF Advisors
Kentucky
$47.9K – – –
PGAM
1311
Princeton Global Asset Management
New Jersey
$47.3K – – –
VC
1312
Vestor Capital
Illinois
$47K -$19.3K -82 -29%
KOCAA
1313
Knights of Columbus Asset Advisors
Connecticut
$46.8K – – –
ME
1314
McIlrath & Eck
Washington
$46.8K – – –
TFIPS
1315
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.7K -$19.9K -85 -30%
NRG
1316
Nemes Rush Group
Michigan
$42.6K – – –
CTB
1317
Country Trust Bank
Illinois
$41K – – –
TWD
1318
True Wealth Design
Ohio
$40.7K +$40.7K +174 New
FPB
1319
First PREMIER Bank
South Dakota
$40K – – –
SIC
1320
SJS Investment Consulting
Ohio
$39.8K – – –
TCM
1321
Tributary Capital Management
Nebraska
$39.6K -$2.34K -10 -6%
CFD
1322
Creative Financial Designs
Indiana
$39.5K +$234 +1 +0.6%
WWM
1323
Wolff Wiese Magana
California
$37.5K +$10.5K +45 +39%
ANBT
1324
American National Bank & Trust
Texas
$37.5K – – –
FCAS
1325
First Command Advisory Services
Texas
$37K – – –
51 52
53
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