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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 %
ESB
851
Essex Savings Bank
Connecticut
$602K +$1.93K +8 +0.3%
JWM
852
Jeppson Wealth Management
California
$600K – – –
CAG
853
Crestwood Advisors Group
Massachusetts
$598K +$265K +1,099 +79%
WCWM
854
Wooster Corthell Wealth Management
Connecticut
$593K +$593K +2,461 New
CF
855
Centaurus Financial
California
$588K -$26.3K -109 -4%
QCIG
856
Quad-Cities Investment Group
Iowa
$583K +$64.6K +268 +12%
FIA
857
Foundations Investment Advisors
Arizona
$582K +$84.1K +349 +17%
HCA
858
Harbour Capital Advisors
Virginia
$579K – – –
NWM
859
Northcape Wealth Management
New York
$578K – – –
AIM
860
Alhambra Investment Management
Florida
$577K -$6.02K -25 -1%
MWM
861
Modera Wealth Management
New Jersey
$575K +$132K +547 +30%
TCA
862
Transcend Capital Advisors
New Jersey
$574K -$23.4K -97 -4%
CAMG
863
CWA Asset Management Group
Florida
$570K +$115K +476 +25%
ICP
864
Interchange Capital Partners
Pennsylvania
$566K -$18.3K -76 -3%
WAM
865
WFA Asset Management
Wisconsin
$566K +$2.65K +11 +0.5%
SWM
866
Salvus Wealth Management
New Jersey
$566K -$3.61K -15 -0.6%
HWMO
867
Heritage Wealth Management (Ohio)
Ohio
$561K – – –
TWA
868
TCI Wealth Advisors
Arizona
$561K -$5.78K -24 -1%
CI
869
Cigna Investments
Connecticut
$558K -$4.82K -20 -0.9%
LI
870
LMCG Investments
Massachusetts
$558K -$100K -415 -15%
LSAG
871
Lake Street Advisors Group
New Hampshire
$555K +$11.1K +46 +2%
LGA
872
Lebenthal Global Advisors
New York
$555K +$345K +1,432 +164%
OCG
873
Opus Capital Group
Ohio
$554K -$57.4K -238 -9%
LIM
874
Leavell Investment Management
Alabama
$553K – – –
SIG
875
Sky Investment Group
Connecticut
$552K -$66K -274 -11%
33 34
35
36 37