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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
$3.29B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$138M
3
Morgan Stanley
Morgan Stanley
New York
$979M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$167M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$139M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.73B
2
BlackRock
BlackRock
New York
$4.52B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$32M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$33.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$862M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
1376
IFS Advisors
Kansas
$16.2K – – –
CTC
1377
Cetera Trust Company
Minnesota
$15.9K – – –
MWM
1378
Mascoma Wealth Management
New Hampshire
$15.7K – – –
W
1379
WealthCollab
Washington
$15.2K – – –
MWA
1380
MFA Wealth Advisors
Pennsylvania
$15.2K +$15.2K +65 New
S
1381
Sachetta
Massachusetts
$15K – – –
OAJ
1382
Ogorek Anthony Joseph
New York
$14K – – –
CFG
1383
Copley Financial Group
California
$13.3K +$13.3K +57 New
HCM
1384
Hollencrest Capital Management
California
$13.3K +$13.3K +57 New
CWM
1385
CarsonAllaria Wealth Management
Illinois
$13.2K – – –
BWL
1386
Bogart Wealth LLC
Virginia
$11.9K – – –
MHR
1387
Matthew Hamilton Rosenberg
$11.7K – – –
DFA
1388
DHJJ Financial Advisors
Illinois
$11.7K – – –
MTIC
1389
Missouri Trust & Investment Company
Missouri
$11.7K – – –
PCMC
1390
Planning Capital Management Corporation
Pennsylvania
$11.5K -$11.5K -49 -50%
RCM
1391
Raleigh Capital Management
North Carolina
$11.2K +$3.28K +14 +41%
CWM
1392
Cranbrook Wealth Management
Michigan
$10.8K – – –
CFFP
1393
Center for Financial Planning
Michigan
$10.5K – – –
AAG
1394
Armstrong Advisory Group
Massachusetts
$10.3K – – –
HGERS
1395
Householder Group Estate & Retirement Specialist
Arizona
$10K – – –
LFA
1396
Legend Financial Advisors
Pennsylvania
$9.6K -$936 -4 -9%
AFG
1397
Albion Financial Group
Utah
$9.37K – – –
DPW
1398
DiNuzzo Private Wealth
Pennsylvania
$9.13K +$234 +1 +3%
QL
1399
Quarry LP
New York
$8.9K -$195K -831 -96%
VCM
1400
Versant Capital Management
Arizona
$8.66K +$1.17K +5 +16%
54 55
56
57 58