TRV icon

Travelers Companies
TRV

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 %
MHC
326
Meyer Handelman Company
New York
$5.4M – – –
CI
327
CX Institutional
Indiana
$5.37M +$795K +3,301 +17%
WAM
328
Weiss Asset Management
Massachusetts
$5.36M +$3.33M +13,833 +164%
BA
329
Bristlecone Advisors
Washington
$5.29M -$17.3K -72 -0.3%
PFM
330
Patton Fund Management
Texas
$5.27M -$920K -3,820 -15%
MML Investors Services
331
MML Investors Services
Massachusetts
$5.26M +$309K +1,284 +6%
QC
332
Quadrature Capital
United Kingdom
$5.24M +$1.8M +7,464 +52%
BPA
333
Beacon Pointe Advisors
California
$5.22M +$595K +2,469 +13%
HPC
334
HM Payson & Co
Maine
$5.2M -$53.5K -222 -1%
MSU
335
Mizuho Securities USA
New York
$5.18M +$1.62M +6,736 +46%
MPWS
336
McCarter Private Wealth Services
Massachusetts
$5.17M -$62.6K -260 -1%
KIA
337
KCM Investment Advisors
California
$5.15M +$746K +3,095 +17%
SPIA
338
Steward Partners Investment Advisory
New York
$5.12M +$734K +3,046 +17%
WTC
339
WhitTier Trust Company
Nevada
$5.11M -$115K -477 -2%
PA
340
Pinnacle Associates
New York
$5.01M +$55.4K +230 +1%
JWCA
341
J.W. Coons Advisors
Ohio
$5M -$120K -500 -2%
CAM
342
Cresset Asset Management
Illinois
$4.97M -$3.47M -14,385 -41%
CANC
343
Culbertson A N & Co
Virginia
$4.96M – – –
AC
344
Arjuna Capital
North Carolina
$4.91M -$131K -543 -3%
FM
345
Foster & Motley
Ohio
$4.9M -$164K -682 -3%
LOIM
346
Liberty One Investment Management
Illinois
$4.89M +$200K +830 +4%
EF
347
Empowered Funds
Pennsylvania
$4.88M +$2.41M +10,006 +97%
RHIG
348
R.H. Investment Group
Arizona
$4.87M +$4.87M +20,211 New
SAIG
349
Semper Augustus Investments Group
Colorado
$4.86M – – –
AI
350
Atria Investments
North Carolina
$4.85M -$172K -715 -3%
12 13
14
15 16