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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 %
GA
1501
Geller Advisors
New York
– -$372K -1,827 Closed
DM
1502
Deerfield Management
New York
– -$365K -1,794 Closed
Legacy Financial Group (Iowa)
1503
Legacy Financial Group (Iowa)
Iowa
– -$341K -1,679 Closed
PCP
1504
Proficio Capital Partners
Massachusetts
– -$325K -1,597 Closed
WWS
1505
Wellington Wealth Strategies
Indiana
– -$315K -1,549 Closed
PCM
1506
Prelude Capital Management
New York
– -$311K -1,528 Closed
OR
1507
Olympiad Research
Connecticut
– -$305K -1,500 Closed
PI
1508
PineBridge Investments
New York
– -$298K -1,465 Closed
SPA
1509
Sherbrooke Park Advisers
New York
– -$291K -1,432 Closed
AG
1510
AlTi Global
New York
– -$285K -1,400 Closed
FAM
1511
Formidable Asset Management
Ohio
– -$264K -1,299 Closed
GWM
1512
Gitterman Wealth Management
New Jersey
– -$262K -1,288 Closed
SC
1513
Scotia Capital
Ontario, Canada
– -$258K -1,270 Closed
IWA
1514
IVC Wealth Advisors
Pennsylvania
– -$248K -1,220 Closed
LSPW
1515
Lake Street Private Wealth
Illinois
– -$237K -1,163 Closed
PCM
1516
Pointe Capital Management
Michigan
– -$224K -1,100 Closed
AA
1517
Advisory Alpha
Michigan
– -$218K -1,071 Closed
SDAM
1518
Shulman DeMeo Asset Management
New York
– -$207K -1,017 Closed
SWMP
1519
Signature Wealth Management Partners
New Jersey
– -$203K -1,000 Closed
Bank Julius Baer & Co
1520
Bank Julius Baer & Co
Switzerland
– -$97.2K -430 Closed
CBT
1521
Central Bank & Trust
Kentucky
– -$69.1K -340 Closed
FFA
1522
First Foundation Advisors
California
– -$67.3K -331 Closed
RFG
1523
RFP Financial Group
Georgia
– -$57.6K -283 Closed
TSWM
1524
Tyler-Stone Wealth Management
Ohio
– -$53.7K -264 Closed
CP
1525
Castleview Partners
Texas
– -$38.4K -189 Closed
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