TRV icon

Travelers Companies
TRV

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 %
SWM
826
Sugarloaf Wealth Management
Georgia
$631K – – –
FFA
827
Farther Finance Advisors
California
$631K +$22.8K +94 +4%
CIBC World Market
828
CIBC World Market
Ontario, Canada
$628K -$30.4M -126,269 -98%
STCOSD
829
Sageworth Trust Company of South Dakota
South Dakota
$628K -$68.7K -285 -10%
Legacy Financial Group (Iowa)
830
Legacy Financial Group (Iowa)
Iowa
$628K +$628K +2,606 New
CAM
831
Cozad Asset Management
Illinois
$628K – – –
SFS
832
Stiles Financial Services
Minnesota
$627K -$12.8K -53 -2%
Empower Advisory Group
833
Empower Advisory Group
Colorado
$626K +$99.7K +414 +19%
BHPW
834
Beverly Hills Private Wealth
California
$625K -$15.7K -65 -2%
IPW
835
Inlet Private Wealth
Florida
$624K -$145K -600 -19%
OFS
836
Orrstown Financial Services
Pennsylvania
$624K -$23.1K -96 -4%
CAM
837
Cidel Asset Management
Ontario, Canada
$623K -$38.3K -159 -6%
BTW
838
Boston Trust Walden
Massachusetts
$623K – – –
FSA
839
Franklin Street Advisors
North Carolina
$621K – – –
FRM
840
Fox Run Management
Connecticut
$618K +$618K +2,566 New
WS
841
Wedbush Securities
California
$618K +$93.5K +388 +18%
FNBSF
842
First National Bank Sioux Falls
South Dakota
$614K – – –
WPC
843
Wedmont Private Capital
Pennsylvania
$613K +$49K +211 +9%
GC
844
Grimes & Company
Massachusetts
$612K +$22.9K +95 +4%
JAG
845
Journey Advisory Group
Kentucky
$612K – – –
VF
846
Virtu Financial
New York
$612K -$3.48M -14,449 -85%
QWP
847
Quotient Wealth Partners
Texas
$606K -$178K -738 -23%
HB
848
HTLF Bank
Colorado
$605K – – –
BIA
849
Beacon Investment Advisors
Maryland
$603K +$241 +1 +0%
FB
850
Finward Bancorp
Indiana
$602K +$602K +2,500 New
32 33
34
35 36