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Travelers Companies
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Overview Fund Activity

1,560 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, 544 reducing their positions, and 90 closing their positions.

Holders
1,560
Holders Change
+110
Holders Change %
+7.59%
% 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
544
Closed
90
Calls
$109M
Puts
$101M
Net Calls
+$7.73M
Net Calls Change
-$21.1M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$561M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$361M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$162M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$175M
5
Raymond James Financial
5
Raymond James Financial
Florida
$139M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.78B
2
Lido Advisors
2
Lido Advisors
California
$1.6M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.45B
4
IAIM
4
International Assets Investment Management
Florida
$492K
5
Macquarie Group
5
Macquarie Group
Australia
$273M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$6.75B 28,041 +1 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.21B 21,617,748 +117,108 +0.5%
BlackRock
3
BlackRock
New York
$4.78B 19,824,464 +503,599 +3%
State Street
4
State Street
Massachusetts
$3.8B 15,764,019 +197,078 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.44B 14,277,851 +229,160 +2%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.78B 7,409,085 -4,271,722 -37%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.45B 6,036,661 -736,605 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.27B 5,258,490 +182,270 +4%
Morgan Stanley
9
Morgan Stanley
New York
$1.07B 4,447,975 +264,233 +6%
ClearBridge Investments
10
ClearBridge Investments
New York
$992M 4,119,149 -98,353 -2%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$904M 3,752,484 +70,036 +2%
Bank of America
12
Bank of America
North Carolina
$845M 3,507,219 -109,684 -3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$814M 3,377,966 +243,484 +8%
Northern Trust
14
Northern Trust
Illinois
$802M 3,329,232 +364,379 +12%
UBS AM
15
UBS AM
Illinois
$653M 2,712,620 +291,506 +12%
Norges Bank
16
Norges Bank
Norway
$561M 2,328,524 +2,328,524 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$426M 1,767,334 -228,836 -11%
Legal & General Group
18
Legal & General Group
United Kingdom
$422M 1,750,908 -78,295 -4%
UBS Group
19
UBS Group
Switzerland
$415M 1,723,848 +25,656 +2%
Goldman Sachs
20
Goldman Sachs
New York
$372M 1,544,521 +186,372 +14%
Charles Schwab
21
Charles Schwab
California
$367M 1,522,769 +26,117 +2%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$361M 1,497,339 +907,266 +154%
Invesco
23
Invesco
Georgia
$346M 1,435,757 +104,293 +8%
Barclays
24
Barclays
United Kingdom
$300M 1,245,452 +42,490 +4%
Boston Partners
25
Boston Partners
Massachusetts
$297M 1,233,978 -6,866 -0.6%
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