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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 %
Eagle Capital Management (New York)
576
Eagle Capital Management (New York)
New York
$1.66M – – –
PS
577
Pensionfund Sabic
Netherlands
$1.66M +$289K +1,200 +21%
BAM
578
Belpointe Asset Management
Nevada
$1.66M -$5.7K -25 -0.3%
CWP
579
Concord Wealth Partners
Virginia
$1.65M -$34.7K -144 -2%
BI
580
Ballast Inc
Kentucky
$1.64M -$67.7K -281 -4%
IWC
581
Integrated Wealth Concepts
Massachusetts
$1.64M +$64.1K +266 +4%
AUB
582
Atlantic Union Bankshares
Virginia
$1.64M -$567K -2,353 -26%
PCMU
583
Paragon Capital Management (Utah)
Utah
$1.63M +$1.63M +6,746 New
ATPW
584
Ashton Thomas Private Wealth
Arizona
$1.61M -$34.4K -143 -2%
IWM
585
IHT Wealth Management
Illinois
$1.61M -$1.18M -4,892 -42%
TIM
586
Tevis Investment Management
Texas
$1.61M -$4.82K -20 -0.3%
Lido Advisors
587
Lido Advisors
California
$1.6M -$221M -918,013 -99%
LBC
588
Lowe Brockenbrough & Co
Virginia
$1.59M – – –
MNBTD
589
Moody National Bank Trust Division
Texas
$1.59M -$98K -407 -6%
BWP
590
BSW Wealth Partners
Colorado
$1.59M +$15.2K +63 +1%
BEI
591
Benjamin Edwards Inc
Missouri
$1.58M -$41.2K -171 -3%
RMC
592
Resources Management Corp
Connecticut
$1.58M – – –
DI
593
DAGCO Inc
Ohio
$1.58M +$36.6K +152 +2%
ANC
594
Ames National Corp
Iowa
$1.57M +$1.57M +6,537 New
NFA
595
Northern Financial Advisors
Michigan
$1.57M -$43.8K -182 -3%
AT
596
Avalon Trust
New Mexico
$1.56M +$8.91K +37 +0.6%
S
597
SignatureFD
Georgia
$1.55M -$60.7K -252 -4%
LI
598
LRI Investments
Florida
$1.53M – – –
HAG
599
HighPoint Advisor Group
Illinois
$1.53M +$65.7K +271 +4%
DWA
600
Douglass Winthrop Advisors
New York
$1.52M +$199K +825 +15%
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