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 %
CA
601
Clearstead Advisors
Ohio
$1.51M -$7.23K -30 -0.5%
TPCW
602
TD Private Client Wealth
New York
$1.5M -$82.6K -343 -5%
CC
603
Courier Capital
New York
$1.5M -$25.3K -105 -2%
RBWA
604
RFG - Bristol Wealth Advisors
Massachusetts
$1.5M +$1.5M +6,231 New
AWM
605
Axxcess Wealth Management
California
$1.5M +$213K +886 +17%
CA
606
Claro Advisors
Massachusetts
$1.5M -$53.7K -223 -3%
VDI
607
Vaughan David Investments
Illinois
$1.5M – – –
TMAM
608
Tokio Marine Asset Management
Japan
$1.49M +$48.4K +201 +3%
AF
609
Allworth Financial
California
$1.47M +$388K +1,571 +36%
Squarepoint
610
Squarepoint
New York
$1.47M -$8.17M -33,904 -85%
JSL
611
JT Stratford LLC
Georgia
$1.46M +$11.8K +49 +0.8%
MLA
612
MB, Levis & Associates
Pennsylvania
$1.45M -$2.89K -12 -0.2%
NSEDCP
613
NJ State Employees Deferred Compensation Plan
New Jersey
$1.43M – – –
DZ Bank
614
DZ Bank
Germany
$1.42M +$438K +1,820 +45%
FDP
615
Financiere des Professionnels
Quebec, Canada
$1.42M – – –
Fidelity International
616
Fidelity International
Bermuda
$1.4M +$762K +3,162 +119%
VA
617
Vident Advisory
Georgia
$1.4M +$191K +791 +16%
ONB
618
Old National Bancorp
Indiana
$1.4M -$67.2K -279 -5%
EWM
619
Elmwood Wealth Management
California
$1.4M +$2.17K +9 +0.2%
QWM
620
Quadcap Wealth Management
Texas
$1.39M -$43.4K -180 -3%
SLI
621
Sumitomo Life Insurance
Japan
$1.39M -$41.9K -174 -3%
FPAS
622
Focus Partners Advisor Solutions
Missouri
$1.38M +$539K +2,236 +64%
FT
623
Fiduciary Trust
Massachusetts
$1.38M +$338K +1,404 +32%
IFWM
624
Institute for Wealth Management
Colorado
$1.35M -$13.5K -56 -1%
AI
625
Arvest Investments
Arkansas
$1.35M -$2.28M -9,452 -63%
23 24
25
26 27