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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 %
MG
926
Mather Group
Illinois
$472K +$2.89K +12 +0.6%
WPP
927
Whalerock Point Partners
Rhode Island
$470K – – –
CPIG
928
Chicago Partners Investment Group
Illinois
$468K +$64.6K +266 +16%
MIM
929
Marco Investment Management
Georgia
$468K -$723 -3 -0.2%
NIM
930
Northeast Investment Management
Massachusetts
$468K – – –
FHA
931
Flagship Harbor Advisors
Massachusetts
$467K -$4.82K -20 -1%
BPC
932
Bearing Point Capital
Minnesota
$466K +$466K +1,935 New
OAM
933
Oberweis Asset Management
Illinois
$466K -$11.8K -49 -2%
JFGIW
934
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$462K -$60.6K -247 -12%
SIA
935
Schechter Investment Advisors
Michigan
$462K -$117K -484 -20%
ST
936
Spinnaker Trust
Maine
$459K – – –
FNC
937
First National Corp
Massachusetts
$456K +$1.2K +5 +0.3%
PFBT
938
Parkside Financial Bank & Trust
Missouri
$455K +$20.5K +85 +5%
VC
939
Veracity Capital
Georgia
$455K +$6.5K +27 +1%
LIM
940
Longfellow Investment Management
Massachusetts
$454K -$28.9K -120 -6%
HIP
941
HUB Investment Partners
Texas
$452K -$44.6K -185 -9%
SWM
942
Stockman Wealth Management
Montana
$449K – – –
MYIA
943
Mount Yale Investment Advisors
Colorado
$448K +$32.8K +136 +8%
CWM
944
Cahaba Wealth Management
Georgia
$447K +$723 +3 +0.2%
SA
945
Sylvest Advisors
Texas
$443K +$443K +1,837 New
CVA
946
Central Valley Advisors
California
$441K +$482 +2 +0.1%
HCM
947
Howland Capital Management
Massachusetts
$441K -$112K -467 -20%
PP
948
PDS Planning
Ohio
$439K +$17.1K +71 +4%
MPIA
949
Mountain Pacific Investment Advisers
Idaho
$438K – – –
PAM
950
Peak Asset Management
Colorado
$437K – – –
36 37
38
39 40