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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 %
DCM
951
Donaldson Capital Management
Indiana
$437K -$8.43K -35 -2%
EP
952
Edgestream Partners
New Jersey
$436K -$1.53M -6,343 -78%
BC
953
Bridgefront Capital
Texas
$433K +$433K +1,798 New
CFO
954
Callan Family Office
Pennsylvania
$430K +$430K +1,785 New
ECM
955
Evergreen Capital Management
Washington
$430K -$49.9K -207 -10%
CL
956
CSS LLC
Illinois
$429K +$429K +1,780 New
BAM
957
Blueshift Asset Management
New Jersey
$429K -$467K -1,940 -52%
DWM
958
Drive Wealth Management
Utah
$427K +$3.37K +14 +0.8%
AF
959
Advisornet Financial
Minnesota
$427K +$5.78K +24 +1%
CGL
960
Clarius Group LLC
Washington
$427K -$5.3K -22 -1%
MGIA
961
Moneta Group Investment Advisors
Missouri
$426K +$12.5K +52 +3%
FAT
962
First American Trust
California
$425K -$35.9K -149 -8%
UH
963
Unigestion Holding
Switzerland
$423K – – –
CWM
964
Cornerstone Wealth Management
Missouri
$423K +$30.6K +127 +8%
DIA
965
Dana Investment Advisors
Wisconsin
$421K -$8.91K -37 -2%
WB
966
WesBanco Bank
West Virginia
$420K -$241K -1,000 -36%
TWPM
967
Total Wealth Planning & Management
Florida
$418K +$418K +1,736 New
FGP
968
Freestone Grove Partners
California
$417K +$417K +1,730 New
SEA
969
Stegent Equity Advisors
Texas
$416K -$5.54K -23 -1%
RSWM
970
Robertson Stephens Wealth Management
California
$416K +$30.6K +127 +8%
PBC
971
Pavion Blue Capital
California
$415K – – –
EWM
972
Evermay Wealth Management
Virginia
$414K – – –
PCIA
973
Prime Capital Investment Advisors
Kansas
$412K +$5.78K +24 +1%
NRS
974
Neville Rodie & Shaw
New York
$410K – – –
MBTD
975
Mechanics Bank - Trust Department
California
$410K – – –
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