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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 %
MLL
876
Moody Lynn & Lieberson
Massachusetts
$552K +$1.45K +6 +0.3%
1IA
877
1620 Investment Advisors
Massachusetts
$547K +$13.7K +57 +3%
CSB
878
City State Bank
Iowa
$546K -$4.82K -20 -0.9%
RWA
879
River Wealth Advisors
Pennsylvania
$544K -$77.1K -320 -12%
APP
880
Avantax Planning Partners
Iowa
$539K +$17.8K +74 +3%
IPW
881
Impact Partnership Wealth
Georgia
$538K +$538K +2,235 New
MADFP
882
Michael A Dubis Financial Planning
Wisconsin
$535K +$535K +2,222 New
BOH
883
Bank of Hawaii
Hawaii
$535K -$49.4K -205 -8%
SGCA
884
Steel Grove Capital Advisors
Tennessee
$534K – – –
TWM
885
Trueblood Wealth Management
Ohio
$531K +$95.4K +396 +22%
SC
886
SouthState Corp
Florida
$530K – – –
SCTC
887
Sanibel Captiva Trust Company
Florida
$529K +$11.3K +47 +2%
OCBCO
888
Oversea-Chinese Banking Corp (OCBC)
Singapore
$524K +$129K +534 +33%
WJWM
889
Williams Jones Wealth Management
New York
$521K -$10.8K -45 -2%
FZCM
890
Flynn Zito Capital Management
New York
$520K – – –
SAM
891
Smartleaf Asset Management
Massachusetts
$518K +$106K +442 +26%
OAM
892
Oxford Asset Management
United Kingdom
$514K +$514K +2,132 New
BCA
893
Bay Colony Advisors
Massachusetts
$513K -$14K -58 -3%
KFGK
894
Keystone Financial Group (Kentucky)
Kentucky
$510K – – –
RT
895
Rockland Trust
Massachusetts
$508K -$5.06K -21 -1%
LA
896
Lifeworks Advisors
Michigan
$507K -$42.6K -177 -8%
SWM
897
SeaCrest Wealth Management
New York
$504K +$4.58K +19 +0.9%
CDDEC
898
Caisse Des Depots Et Consignations
France
$504K +$504K +2,091 New
RIP
899
Reliant Investment Partners
North Carolina
$502K +$502K +2,085 New
AIM
900
Aigen Investment Management
New York
$501K +$501K +2,081 New
34 35
36
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