TRV icon

Travelers Companies
TRV

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 %
BL
976
BFSG LLC
California
$409K -$9.64K -40 -2%
UF
977
Univest Financial
Pennsylvania
$408K – – –
BWM
978
Baron Wealth Management
Michigan
$408K +$75.4K +313 +23%
BMCM
979
Bryn Mawr Capital Management
Pennsylvania
$408K +$28.9K +120 +8%
NL
980
NWAM LLC
Washington
$407K -$13.7K -57 -3%
CCG
981
Catalina Capital Group
California
$406K +$23.4K +97 +6%
DWM
982
Destination Wealth Management
California
$405K -$963 -4 -0.2%
UAG
983
United Advisor Group
Ohio
$403K +$80.9K +336 +25%
SAM
984
Sawgrass Asset Management
Florida
$402K -$27K -112 -6%
BHWM
985
Bar Harbor Wealth Management
New Hampshire
$399K -$1.93K -8 -0.5%
GEA
986
Glen Eagle Advisors
New Jersey
$399K – – –
PCP
987
Proficio Capital Partners
Massachusetts
$399K +$399K +1,655 New
GSEP
988
Golden State Equity Partners
California
$397K +$241K +1,001 +155%
TNB
989
Thomasville National Bank
Georgia
$397K -$5.54K -23 -1%
CNTOF
990
Canandaigua National Trust of Florida
New York
$395K -$1.93K -8 -0.5%
AWA
991
AGH Wealth Advisors
Kansas
$394K +$394K +1,635 New
GVCM
992
Global View Capital Management
Wisconsin
$394K +$394K +1,634 New
FG
993
Fiduciary Group
Georgia
$393K – – –
GRP
994
Global Retirement Partners
California
$392K -$31.3K -130 -7%
FWM
995
ForthRight Wealth Management
Georgia
$392K -$7.47K -31 -2%
BCM
996
Brookstone Capital Management
Illinois
$392K +$45.8K +190 +13%
PP
997
PrairieView Partners
Minnesota
$391K +$18K +75 +5%
FFA
998
Florida Financial Advisors
Florida
$390K -$4.09K -17 -1%
HFM
999
Harvest Fund Management
China
$389K +$262K +1,088 +206%
NG
1000
Novem Group
New York
$388K +$388K +1,609 New
38 39
40
41 42