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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 %
HWM
426
HB Wealth Management
Georgia
$3.27M +$416K +1,728 +15%
HW
427
Hancock Whitney
Mississippi
$3.25M -$1.93K -8 -0.1%
SW
428
SteelPeak Wealth
California
$3.22M +$2.08M +8,636 +182%
RPC
429
Rossmore Private Capital
Connecticut
$3.22M -$1.45K -6 -0%
ERIC
430
Eagle Rock Investment Company
Georgia
$3.21M -$728K -3,021 -18%
FDCDDQ
431
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.21M +$332K +1,379 +12%
GAMC
432
Garner Asset Management Corp
Texas
$3.17M +$58.8K +246 +2%
IA
433
IFP Advisors
Florida
$3.16M +$2.15M +8,925 +213%
DT
434
Diversified Trust
Tennessee
$3.15M -$570K -2,366 -15%
IWA
435
Icon Wealth Advisors
Texas
$3.15M +$266K +1,105 +9%
HWAM
436
Hennion & Walsh Asset Management
New Jersey
$3.13M -$159K -659 -5%
CIC
437
Carnegie Investment Counsel
Ohio
$3.11M -$16.4K -68 -0.5%
WBWA
438
William B. Walkup & Associates
South Carolina
$3.07M -$12K -50 -0.4%
BP
439
Ballentine Partners
Massachusetts
$3.05M +$565K +2,345 +23%
Barrow, Hanley, Mewhinney & Strauss
440
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.01M – – –
FWP
441
FAS Wealth Partners
Kansas
$2.97M +$77.8K +323 +3%
P
442
&Partners
Tennessee
$2.96M +$1.08M +4,468 +58%
SC
443
Savant Capital
Illinois
$2.94M +$23.4K +97 +0.8%
MSRPS
444
Maryland State Retirement & Pension System
Maryland
$2.94M -$206K -855 -7%
LSERS
445
Louisiana State Employees Retirement System
Louisiana
$2.94M -$145K -600 -5%
SAM
446
Securian Asset Management
Minnesota
$2.93M -$99.7K -414 -3%
HI
447
Horizon Investments
North Carolina
$2.93M +$49.4K +205 +2%
GIP
448
Granite Investment Partners
California
$2.93M +$45.8K +190 +2%
NW
449
NewEdge Wealth
Pennsylvania
$2.9M +$141K +587 +5%
DADC
450
D.A. Davidson & Co
Montana
$2.89M -$37.3K -155 -1%
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