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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 %
HWP
1401
Highline Wealth Partners
California
$8.43K -$234 -1 -3%
Twin Tree Management
1402
Twin Tree Management
Texas
$8.43K +$7.02K +30 +500%
YAL
1403
Your Advocates Ltd
Texas
$8.19K – – –
CAL
1404
Capital Analysts LLC
Pennsylvania
$8K – – –
NCM
1405
Northwest Capital Management
Oregon
$7.96K – – –
DCM
1406
Davis Capital Management
Florida
$7.96K – – –
CHA
1407
Carmichael Hill & Associates
Maryland
$7.73K – – –
RWPA
1408
Richard W. Paul & Associates
Michigan
$7.26K – – –
JFG
1409
JDM Financial Group
Texas
$7.02K – – –
DF
1410
Dunhill Financial
United Kingdom
$6.79K -$8.2K -35 -55%
AAG
1411
Accordant Advisory Group
Maryland
$6.56K – – –
AIC
1412
Archer Investment Corporation
Indiana
$6.32K – – –
SFCL
1413
Strengthening Families & Communities LLC
Massachusetts
$6.3K -$3.96K -17 -39%
TPW
1414
Talon Private Wealth
Florida
$5.85K +$5.85K +25 New
RWM
1415
Reston Wealth Management
Virginia
$5.62K +$5.62K +24 New
AW
1416
Avion Wealth
Texas
$5K -$417 -2 -8%
ACM
1417
Anfield Capital Management
California
$4.45K – – –
HBW
1418
Hazlett, Burt & Watson
West Virginia
$4K – – –
MCM
1419
MidAtlantic Capital Management
Virginia
$3.51K – – –
RWA
1420
Redmont Wealth Advisors
Illinois
$3.51K – – –
MFS
1421
Mattson Financial Services
Michigan
$3.46K – – –
CCM
1422
Chilton Capital Management
Texas
$3.28K +$3.28K +14 New
CPG
1423
Cornerstone Planning Group
New Jersey
$3.23K +$497 +2 +18%
TFM
1424
TFC Financial Management
Massachusetts
$3.04K -$937 -4 -24%
VAMG
1425
Voisard Asset Management Group
Michigan
$3.04K +$702 +3 +30%
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