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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 %
LNB
901
Ledyard National Bank
$500K +$1.69K +7 +0.3%
AP
902
Appleton Partners
Massachusetts
$498K -$23.4K -97 -4%
MA
903
Mutual Advisors
Nebraska
$498K +$31.8K +131 +7%
FGA
904
Fortis Group Advisors
New Jersey
$497K +$2.17K +9 +0.4%
DI
905
Diligent Investors
California
$495K – – –
IAIM
906
International Assets Investment Management
Florida
$492K -$125M -518,247 -100%
AAP
907
Arax Advisory Partners
Colorado
$492K -$40.2K -167 -8%
PA
908
PFG Advisors
Arizona
$491K +$15.4K +64 +3%
BPC
909
Bryce Point Capital
New York
$489K +$489K +2,032 New
TCM
910
Tradewinds Capital Management
Washington
$489K -$6.5K -27 -1%
IAN
911
Integrated Advisors Network
Texas
$487K -$723 -3 -0.1%
PMFA
912
Plante Moran Financial Advisors
Michigan
$486K -$964 -4 -0.2%
MSFP
913
Mark Sheptoff Financial Planning
Connecticut
$485K – – –
PMWMG
914
Parr McKnight Wealth Management Group
Minnesota
$485K +$485K +2,013 New
VBCG
915
Valley Brook Capital Group
Pennsylvania
$480K – – –
SWA
916
Sax Wealth Advisors
New Jersey
$479K +$479K +1,989 New
ILI
917
Invesco LLC (Illinois)
Illinois
$479K – – –
DWM
918
Defined Wealth Management
Oregon
$479K +$2.41K +10 +0.5%
NAS
919
NWF Advisory Services
California
$477K +$477K +1,982 New
MA
920
MONECO Advisors
Connecticut
$477K +$6.99K +29 +1%
ACM
921
Advisors Capital Management
New Jersey
$477K +$70.6K +293 +17%
PMSA
922
Patrick M. Sweeney & Associates
Illinois
$476K – – –
SFG
923
Seamount Financial Group
Colorado
$474K -$44.6K -185 -9%
LFG
924
Larson Financial Group
Missouri
$474K -$57.8K -240 -11%
AIM
925
Athena Investment Management
California
$473K – – –
35 36
37
38 39