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Travelers Companies
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Overview Fund Activity

1,561 hedge funds and large institutions have $52.2B invested in Travelers Companies in 2024 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 505 increasing their positions, 545 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,561
Holders Change
+110
Holders Change %
+7.58%
% of All Funds
20.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.19%
New
224
Increased
505
Reduced
545
Closed
90
Calls
$109M
Puts
$101M
Net Calls
+$7.73M
Net Calls Change
-$21.1M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$219M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$162M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$142M
4
BlackRock
BlackRock
New York
+$121M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$104M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.03B
2
Lido Advisors
Lido Advisors
California
-$221M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$177M
4
IAIM
International Assets Investment Management
Florida
-$125M
5
Macquarie Group
Macquarie Group
Australia
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
251
Bartlett & Co Wealth Management
Ohio
$9.93M -$82.1K -341 -0.8%
SSA
252
Schonfeld Strategic Advisors
New York
$9.9M -$5.29M -21,944 -35%
SG
253
Sienna Gestion
France
$9.77M +$2.28M +9,459 +30%
UIM
254
USS Investment Management
United Kingdom
$9.54M -$949K -3,939 -9%
FNBOO
255
First National Bank of Omaha
Nebraska
$9.49M -$181K -753 -2%
BFS
256
Bradley Foster & Sargent
Connecticut
$9.35M -$42.6K -177 -0.5%
GIM
257
Goelzer Investment Management
Indiana
$9.32M -$215K -891 -2%
URS
258
Utah Retirement Systems
Utah
$9.13M +$24.1K +100 +0.3%
MPAM
259
Murphy Pohlad Asset Management
Minnesota
$9.09M +$650K +2,700 +8%
EWM
260
Executive Wealth Management
Michigan
$9.08M -$128K -533 -1%
IAA
261
Independent Advisor Alliance
North Carolina
$9.05M +$471K +1,954 +5%
SCM
262
Shelton Capital Management
Colorado
$9.02M -$15.4K -64 -0.2%
KAS
263
Kestra Advisory Services
Texas
$8.94M -$2.39M -9,906 -21%
ACP
264
Aviance Capital Partners
Florida
$8.93M +$173K +718 +2%
Pathstone Holdings
265
Pathstone Holdings
New Jersey
$8.91M -$3.96M -16,447 -31%
PI
266
PGGM Investments
Netherlands
$8.89M – – –
NEI
267
Northwest & Ethical Investments
Ontario, Canada
$8.85M -$591K -2,452 -6%
PKC
268
Palmer Knight Company
Florida
$8.78M -$482 -2 -0%
HFS
269
Hantz Financial Services
Michigan
$8.75M -$342K -1,420 -4%
BFA
270
Benedict Financial Advisors
Georgia
$8.71M -$48.7K -202 -0.6%
CAM
271
Carret Asset Management
New York
$8.71M -$1.93K -8 -0%
Brown Advisory
272
Brown Advisory
Maryland
$8.71M +$83.6K +347 +1%
SAM
273
Stansberry Asset Management
Texas
$8.7M +$59.5K +247 +0.7%
PWM
274
Perigon Wealth Management
California
$8.58M -$425K -1,752 -5%
CIBC Asset Management
275
CIBC Asset Management
Ontario, Canada
$8.47M +$435K +1,805 +5%
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