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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 %
GCP
801
GSA Capital Partners
United Kingdom
$682K +$265K +1,099 +63%
NVIM
802
New Vernon Investment Management
Illinois
$681K -$2.63M -11,520 -79%
SWP
803
Stratos Wealth Partners
Ohio
$675K +$40.2K +167 +6%
LSV Asset Management
804
LSV Asset Management
Illinois
$674K +$674K +2,800 New
UCB
805
United Community Bank
South Carolina
$674K -$21.2K -88 -3%
RTC
806
Real Talk Capital
Tennessee
$672K +$672K +2,790 New
AFG
807
Atomi Financial Group
New York
$671K +$82.6K +343 +14%
BAM
808
Brave Asset Management
New Jersey
$670K – – –
TVM
809
True Vision MN
Minnesota
$669K -$16.1K -67 -2%
PCM
810
Penserra Capital Management
California
$667K +$101K +421 +18%
MMM
811
Mendel Money Management
Illinois
$665K -$12.8K -53 -2%
BWP
812
Baldwin Wealth Partners
Massachusetts
$665K -$1.69K -7 -0.3%
LA
813
LVW Advisors
New York
$663K -$241 -1 -0%
SC
814
Syon Capital
California
$663K -$27.2K -113 -4%
SW
815
SkyOak Wealth
Michigan
$655K +$1.45K +6 +0.2%
AIP
816
Ameritas Investment Partners
Nebraska
$653K -$23.4K -97 -3%
IAS
817
Insigneo Advisory Services
Florida
$650K -$29.9K -124 -4%
ABC
818
Associated Banc-Corp
Wisconsin
$649K – – –
GVAG
819
Great Valley Advisor Group
Delaware
$649K -$27K -112 -4%
CBA
820
Coastal Bridge Advisors
Connecticut
$648K -$78.1K -324 -11%
TAM
821
Trust Asset Management
Texas
$647K – – –
DWP
822
Daymark Wealth Partners
Ohio
$645K +$650 +108 +0.1%
CHAM
823
Clear Harbor Asset Management
Connecticut
$637K +$5.3K +22 +0.8%
FRM
824
Foundation Resource Management
Arkansas
$636K -$6.02K -25 -0.9%
WF
825
Welch & Forbes
Massachusetts
$632K +$964 +4 +0.2%
31 32
33
34 35