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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
626
HighMark Wealth Management
Minnesota
$1.34M +$6.75K +28 +0.5%
SW
627
SlateStone Wealth
Florida
$1.33M +$37.8K +157 +3%
GLR
628
Great Lakes Retirement
Ohio
$1.33M +$43.8K +182 +3%
PWC
629
PYA Waltman Capital
Tennessee
$1.32M +$8.19K +34 +0.6%
TCOV
630
Trust Company of Vermont
Vermont
$1.32M -$37.1K -154 -3%
FLPIM
631
F.L. Putnam Investment Management
Massachusetts
$1.32M -$23.6K -98 -2%
FNBT
632
FineMark National Bank & Trust
Florida
$1.32M -$2.65K -11 -0.2%
VSQM
633
V-Square Quantitative Management
Illinois
$1.31M +$20.7K +86 +2%
HCA
634
Harbor Capital Advisors
Illinois
$1.31M +$14.5K +60 +1%
NWAG
635
Net Worth Advisory Group
Utah
$1.3M +$16.4K +68 +1%
TWC
636
TD Waterhouse Canada
Ontario, Canada
$1.3M +$427K +1,772 +49%
PIM
637
Plato Investment Management
Australia
$1.3M – – –
IWA
638
IBEX Wealth Advisors
New Jersey
$1.28M +$1.28M +5,318 New
HTC
639
Haverford Trust Company
Pennsylvania
$1.28M -$9.88K -41 -0.8%
RC
640
Roundview Capital
New Jersey
$1.27M – – –
PG
641
Prostatis Group
Maryland
$1.27M -$13.2K -55 -1%
AG
642
Ascent Group
Virginia
$1.27M +$109K +451 +9%
PTC
643
Private Trust Company
Ohio
$1.26M -$45.5K -189 -3%
WA
644
Wealth Alliance
New York
$1.23M +$14.5K +60 +1%
BCM
645
Barden Capital Management
Texas
$1.23M +$1.23M +5,112 New
TAM
646
Tocqueville Asset Management
New York
$1.23M – – –
GIA
647
Guyasuta Investment Advisors
Pennsylvania
$1.23M -$4.1K -17 -0.3%
JIC
648
Joel Isaacson & Co
New York
$1.23M +$458K +1,901 +60%
JIC
649
Johnson Investment Counsel
Ohio
$1.22M +$9.15K +38 +0.8%
VFA
650
Valeo Financial Advisors
Indiana
$1.22M +$6.75K +28 +0.6%
24 25
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