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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 %
IA
701
IFC Advisors
California
$992K +$992K +4,119 New
BTWM
702
Baker Tilly Wealth Management
Wisconsin
$987K +$84.5K +351 +9%
VRM
703
Vectors Research Management
New York
$983K +$1.2K +5 +0.1%
FWM
704
Forza Wealth Management
Florida
$981K – – –
QCG
705
Quadrant Capital Group
Ohio
$967K +$5.54K +23 +0.6%
AAM
706
Aureus Asset Management
Massachusetts
$967K -$30.1K -125 -3%
SCM
707
Sterneck Capital Management
Missouri
$964K – – –
DC
708
Davenport & Co
Virginia
$962K +$100K +417 +12%
YIM
709
Yoffe Investment Management
Pennsylvania
$960K +$960K +3,987 New
CF
710
Copperwynd Financial
Arizona
$953K -$17.6K -73 -2%
NFSG
711
Newbridge Financial Services Group
Florida
$947K +$234K +972 +33%
FW
712
FullCircle Wealth
Texas
$945K -$35.7K -147 -4%
FTWA
713
Fifth Third Wealth Advisors
Ohio
$943K +$112K +464 +13%
ETC
714
Exchange Traded Concepts
Oklahoma
$940K +$15.2K +63 +2%
MFIM
715
Mesirow Financial Investment Management
Illinois
$937K +$469K +1,947 +100%
WA
716
Waverly Advisors
Alabama
$936K +$284K +1,181 +44%
MCC
717
Money Concepts Capital
Florida
$935K +$9.15K +38 +1%
1NWS
718
1 North Wealth Services
Maryland
$933K +$933K +3,874 New
QIM
719
Quantitative Investment Management
Virginia
$931K +$931K +3,865 New
P
720
Pitcairn
Pennsylvania
$931K +$38.1K +158 +4%
CTC
721
Central Trust Company
Missouri
$927K +$52.8K +219 +6%
JC
722
JB Capital
Connecticut
$921K +$2.41K +10 +0.3%
AAIS
723
ABN AMRO Investment Solutions
$919K -$32.5K -135 -3%
BFS
724
Bard Financial Services
Connecticut
$909K – – –
HNW
725
High Note Wealth
Minnesota
$907K +$241 +1 +0%
27 28
29
30 31