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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 %
OWA
1526
Opal Wealth Advisors
New York
– -$35.6K -175 Closed
SP
1527
SWS Partners
Ohio
– -$34.6K -169 Closed
VAG
1528
VisionPoint Advisory Group
Texas
– -$30.5K -150 Closed
LIA
1529
Lynx Investment Advisory
District of Columbia
– -$23K -113 Closed
NL
1530
NVWM LLC
Pennsylvania
– -$16.1K -79 Closed
RFA
1531
Register Financial Advisors
Georgia
– -$14.6K -72 Closed
SA
1532
Scarborough Advisors
Maryland
– -$13.4K -66 Closed
AFWM
1533
Abich Financial Wealth Management
Virginia
– -$13.2K -65 Closed
RWMG
1534
Redwood Wealth Management Group
New Jersey
– -$13.1K -65 Closed
WIA
1535
Wetzel Investment Advisors
Indiana
– -$12.9K -56 Closed
CC
1536
Cypress Capital
Tennessee
– -$9.39K -46 Closed
BC
1537
Barrett & Company
Rhode Island
– -$8.74K -43 Closed
FFA
1538
Frazier Financial Advisors
Ohio
– -$6.51K -32 Closed
HH
1539
HWG Holdings
Texas
– -$5.77K -28 Closed
APC
1540
Aspire Private Capital
North Carolina
– -$5.49K -27 Closed
GI
1541
Gradient Investments
Minnesota
– -$5.49K -27 Closed
TWP
1542
Triad Wealth Partners
Kansas
– -$4.88K -24 Closed
GAG
1543
Goodman Advisory Group
Massachusetts
– -$2.85K -14 Closed
DP
1544
Denver PWM
Colorado
– -$2.44K -12 Closed
FW
1545
Fairway Wealth
Ohio
– -$1.83K -9 Closed
FRA
1546
Front Row Advisors
California
– -$1.83K -9 Closed
CP
1547
Camelot Portfolios
Ohio
– -$813 -4 Closed
PPA
1548
Painted Porch Advisors
California
– -$317 -2 Closed
GWM
1549
Guardian Wealth Management
Illinois
– -$26 – –
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