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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 %
CWC
1426
Carolinas Wealth Consulting
North Carolina
$2.81K – – –
PG
1427
Proffitt & Goodson
Tennessee
$2.81K +$2.81K +12 New
CPA
1428
Clear Point Advisors
New York
$2.55K – – –
PP
1429
PFS Partners
New Jersey
$2.34K – – –
PA
1430
PSI Advisors
Florida
$2.34K – – –
IWP
1431
IAG Wealth Partners
Wisconsin
$2.34K +$2.34K +10 New
IAIM
1432
International Assets Investment Management
Florida
$2.22K +$2.21K +518,075 +23,379%
AP
1433
Aspect Partners
Virginia
$2.11K +$702 +3 +50%
TIM
1434
Thompson Investment Management
Wisconsin
$1.87K – – –
TCM
1435
TD Capital Management
Tennessee
$1.74K – – –
BIM
1436
Breakwater Investment Management
Washington
$1.64K – – –
SN
1437
Sittner & Nelson
Oregon
$1.41K – – –
RS
1438
Rakuten Securities
Japan
$1.41K +$1.17K +5 +500%
PS
1439
PayPay Securities
Japan
$1.17K -$4.22K -18 -78%
HFS
1440
Horizon Financial Services
North Carolina
$1.17K – – –
TCM
1441
Tanaka Capital Management
New York
$1K – – –
CAS
1442
Coppell Advisory Solutions
Texas
$708 – – –
CAM
1443
Creekmur Asset Management
Illinois
$702 – – –
CA
1444
Claris Advisors
Missouri
$702 +$702 +3 New
WA
1445
WestEnd Advisors
North Carolina
$468 +$234 +1 +100%
HI
1446
Hoey Investments
Pennsylvania
$407 – – –
MFG
1447
Mendota Financial Group
Wisconsin
$235 +$235 +1 New
FPFS
1448
First Personal Financial Services
North Carolina
$235 +$235 +1 New
WOC
1449
West Oak Capital
California
$140 +$140 +60 New
DWM
1450
Dogwood Wealth Management
Kansas
$7 -$6 – –
56 57
58
59 60