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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 %
EB
776
Eastern Bank
Massachusetts
$752K +$104K +433 +16%
LFAS
777
Level Four Advisory Services
Texas
$750K +$50.3K +209 +7%
QI
778
Qtron Investments
Massachusetts
$749K – – –
TPW
779
Transatlantique Private Wealth
New York
$749K +$63.1K +262 +9%
WPW
780
Waldron Private Wealth
Pennsylvania
$749K +$1.93K +8 +0.3%
GFP
781
Gryphon Financial Partners
Ohio
$735K -$45.8K -190 -6%
Financial Engines Advisors
782
Financial Engines Advisors
California
$730K +$379K +1,572 +108%
JFA
783
JNBA Financial Advisors
Minnesota
$727K -$12K -50 -2%
MAM
784
Madison Asset Management
Wisconsin
$725K -$89.9K -373 -11%
MIA
785
Madison Investment Advisors
Wisconsin
$725K +$725K +3,010 New
PS
786
Principal Securities
Iowa
$719K +$85.3K +354 +13%
NPT
787
Nixon Peabody Trust
Massachusetts
$717K -$41K -170 -5%
FRA
788
Frank Rimerman Advisors
California
$716K +$241 +1 +0%
AssetMark Inc
789
AssetMark Inc
California
$716K +$60.5K +251 +9%
GWM
790
Geneos Wealth Management
Colorado
$712K +$8.43K +35 +1%
PNC
791
Park National Corp
Ohio
$711K -$6.26K -26 -0.9%
MW
792
Marcum Wealth
Ohio
$707K -$964 -4 -0.1%
SVWAG
793
Sound View Wealth Advisors Group
Georgia
$699K +$24.1K +100 +4%
FNFDCM
794
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$698K -$125K -520 -15%
CWM
795
Connecticut Wealth Management
Connecticut
$694K -$84.1K -349 -11%
WP
796
WMS Partners
Maryland
$693K +$15.9K +66 +2%
FFM
797
Fullerton Fund Management
Singapore
$692K -$86K -357 -11%
GWANC
798
Guardian Wealth Advisors (North Carolina)
North Carolina
$690K +$33.5K +139 +5%
BONH
799
Bank of New Hampshire
New Hampshire
$689K – – –
WCM
800
Weik Capital Management
Pennsylvania
$687K -$15.2K -63 -2%
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