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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 %
Fayez Sarofim & Co
551
Fayez Sarofim & Co
Texas
$1.85M +$1.85M +7,688 New
OIA
552
OneDigital Investment Advisors
Kansas
$1.85M -$115K -479 -6%
CB
553
Community Bank
New York
$1.84M -$50.3K -209 -3%
MMPW
554
Mitchell McLeod Pugh & Williams
Alabama
$1.83M -$144K -596 -7%
ACM
555
Academy Capital Management
Texas
$1.82M – – –
CCIA
556
Campbell & Co Investment Adviser
Maryland
$1.81M +$1.81M +7,533 New
PA
557
Profund Advisors
Maryland
$1.81M -$85.8K -356 -5%
EWA
558
EP Wealth Advisors
California
$1.81M +$337K +1,397 +23%
KPWS
559
Kestra Private Wealth Services
Texas
$1.81M +$634K +2,633 +54%
BMC
560
Benin Management Corp
Connecticut
$1.81M – – –
EFS
561
Essex Financial Services
Connecticut
$1.79M +$232K +964 +15%
SSWM
562
Smith Salley Wealth Management
North Carolina
$1.75M +$5.54K +23 +0.3%
NMIMC
563
Northwestern Mutual Investment Management Company
Wisconsin
$1.74M -$3.85K -16 -0.2%
VVP
564
Venture Visionary Partners
Ohio
$1.71M -$21.4K -89 -1%
NAS
565
Nicolet Advisory Services
Wisconsin
$1.71M -$232 -1 -0%
GI
566
GAMMA Investing
California
$1.7M +$192K +797 +13%
SDIC
567
South Dakota Investment Council
South Dakota
$1.69M – – –
PA
568
Parallel Advisors
California
$1.69M +$41.4K +172 +3%
CIC
569
Cornercap Investment Counsel
Georgia
$1.69M -$58.8K -244 -3%
RPI
570
Railway Pension Investments
United Kingdom
$1.69M +$1.69M +7,000 New
GFA
571
Gifford Fong Associates
California
$1.69M – – –
AC
572
Allstate Corporation
Illinois
$1.68M +$1.68M +6,981 New
BFG
573
Beacon Financial Group
Texas
$1.68M -$93.7K -389 -5%
CAMV
574
Concord Asset Management (Virginia)
Virginia
$1.67M -$89.6K -372 -5%
BF
575
BOK Financial
Oklahoma
$1.66M +$13.2K +57 +0.8%
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