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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 %
ANTB
726
AMG National Trust Bank
Colorado
$905K -$28.6K -119 -3%
SW
727
SVB Wealth
Massachusetts
$904K +$904K +3,751 New
EAM
728
Empirical Asset Management
Massachusetts
$903K +$61.1K +1,086 +7%
ST
729
Smithfield Trust
Pennsylvania
$902K +$9.39K +39 +1%
KCM
730
Kanawha Capital Management
Virginia
$896K – – –
CPCPP
731
Canada Post Corporation Pension Plan
Canada
$889K +$889K +3,691 New
LCWP
732
Legacy Capital Wealth Partners
Arkansas
$889K -$28.9K -120 -3%
MAM
733
MWA Asset Management
Massachusetts
$888K +$1.45K +6 +0.2%
BBA
734
Baader Bank Aktiengesellschaft
Germany
$880K +$636K +2,640 +261%
RIL
735
Rothschild Investment LLC
Illinois
$875K +$5.06K +21 +0.6%
AWM
736
Aries Wealth Management
Maine
$871K +$230K +956 +36%
CIA
737
Concurrent Investment Advisors
Florida
$868K +$18.5K +77 +2%
CBUSF
738
Construction & Building Unions Superannuation Fund
Australia
$867K +$867K +3,600 New
VHAM
739
Van Hulzen Asset Management
California
$866K – – –
PI
740
PFG Investments
New York
$862K +$6.02K +25 +0.7%
APIM
741
Agate Pass Investment Management
Washington
$861K +$861K +3,575 New
BWAM
742
Boyd Watterson Asset Management
Ohio
$852K – – –
BFG
743
Berger Financial Group
Minnesota
$849K -$25.3K -105 -3%
ACM
744
Aljian Capital Management
Nevada
$844K +$1.93K +8 +0.2%
WANY
745
Wealthspire Advisors (New York)
New York
$843K +$34.2K +142 +4%
MDA
746
Minot DeBlois Advisors
Massachusetts
$839K +$839K +3,481 New
EH
747
Equitable Holdings
New York
$835K +$78.5K +326 +10%
JWBC
748
J.W. Burns & Co
New York
$824K -$7.23K -30 -0.9%
PWMAG
749
Pinnacle Wealth Management Advisory Group
New Jersey
$822K +$9.88K +41 +1%
LTAS
750
Linden Thomas Advisory Services
North Carolina
$818K +$193K +800 +31%
28 29
30
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