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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 %
MWM
751
Mission Wealth Management
California
$815K -$264K -1,097 -24%
LAIC
752
Lederer & Associates Investment Counsel
California
$813K -$131K -544 -14%
MSA
753
MUFG Securities Americas
New York
$807K +$807K +3,352 New
MPPW
754
Mitchell & Pahl Private Wealth
Oklahoma
$806K -$35.7K -148 -4%
SRL
755
Scientech Research LLC
New Jersey
$802K -$641K -2,661 -44%
TWM
756
Tradition Wealth Management
Minnesota
$801K -$15.2K -63 -2%
PB
757
Pinnacle Bancorp
Nebraska
$799K -$41K -170 -5%
CC
758
Centiva Capital
New York
$798K +$426K +1,769 +114%
SC
759
Searle & Co
Connecticut
$796K – – –
SDJVC
760
St. Denis J. Villere & Co
Louisiana
$796K -$8.43K -35 -1%
AWM
761
Apollon Wealth Management
South Carolina
$793K -$157K -653 -17%
BJL
762
Brighton Jones LLC
Washington
$789K +$93.2K +387 +13%
SA
763
Strategic Advisors
New York
$789K +$52.5K +218 +7%
SCM
764
Stevens Capital Management
Pennsylvania
$789K +$789K +3,275 New
RMDI
765
R.M. Davis Inc
Maine
$786K +$4.34K +18 +0.6%
AAM
766
AR Asset Management
California
$786K – – –
LCM
767
LVM Capital Management
Michigan
$784K -$28.4K -118 -3%
RDIA
768
RE Dickinson Investment Advisors
Iowa
$783K – – –
SIA
769
Soltis Investment Advisors
Utah
$780K -$175K -726 -18%
GL
770
Graypoint LLC
New York
$777K +$10.4K +43 +1%
WBCM
771
Wilson & Boucher Capital Management
California
$768K -$48.2K -200 -6%
NP
772
NorthRock Partners
Minnesota
$767K +$9.63K +40 +1%
EFA
773
Evernest Financial Advisors
Indiana
$761K +$129K +535 +20%
CCA
774
Checchi Capital Advisers
California
$760K -$1.2K -5 -0.2%
BOS
775
Bank of Stockton
California
$752K -$10.4K -43 -1%
29 30
31
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