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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 %
IWA
1476
IBEX Wealth Advisors
New Jersey
– -$1.21M -5,958 Closed
QIM
1477
Quantitative Investment Management
Virginia
– -$991K -4,875 Closed
SP
1478
Symmetry Partners
Connecticut
– -$903K -4,439 Closed
TL
1479
Tradewinds LLC
North Carolina
– -$845K -4,158 Closed
BCP
1480
Berkeley Capital Partners
Georgia
– -$842K -4,139 Closed
OTL
1481
Oak Thistle LLC
New York
– -$831K -4,089 Closed
QT
1482
Quantbot Technologies
New York
– -$810K -3,982 Closed
SW
1483
SVB Wealth
Massachusetts
– -$801K -3,938 Closed
BFM
1484
Boothbay Fund Management
New York
– -$723K -3,555 Closed
OFG
1485
OmniStar Financial Group
North Carolina
– -$705K -3,468 Closed
MFS
1486
Mirabella Financial Services
United Kingdom
– -$702K -3,454 Closed
BC
1487
Bridgefront Capital
Texas
– -$666K -3,274 Closed
I
1488
InceptionR
California
– -$585K -2,877 Closed
BHCM
1489
Brevan Howard Capital Management
Jersey
– -$584K -2,874 Closed
Fiera Capital (Canada)
1490
Fiera Capital (Canada)
Quebec, Canada
– -$568K -2,795 Closed
SWS
1491
SYSTM Wealth Solutions
Illinois
– -$530K -2,607 Closed
HIM
1492
Hillsdale Investment Management
Ontario, Canada
– -$519K -2,550 Closed
MHS
1493
M Holdings Securities
Oregon
– -$474K -2,333 Closed
GS
1494
GTS Securities
New York
– -$473K -2,324 Closed
Walleye Trading
1495
Walleye Trading
New York
– -$458K -2,250 Closed
SAG
1496
SageView Advisory Group
California
– -$448K -2,205 Closed
EFI
1497
EHP Funds Inc
Canada
– -$447K -2,200 Closed
FTIS
1498
First Trust Investment Solutions
Florida
– -$422K -2,074 Closed
SWA
1499
Sax Wealth Advisors
New Jersey
– -$410K -2,016 Closed
VC
1500
Vicus Capital
Pennsylvania
– -$405K -1,990 Closed
58 59
60
61 62