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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 %
PJSIMP
1001
P.J. Schmidt Investment Management (PJS)
Wisconsin
$387K – – –
WAP
1002
Wealthcare Advisory Partners
Pennsylvania
$383K +$61.2K +254 +19%
LS
1003
Livforsakringsbolaget Skandia
Sweden
$381K – – –
WFI
1004
West Family Investments
California
$381K -$4.34K -18 -1%
KFS
1005
Kurt F. Somerville
$379K – – –
CT
1006
Colonial Trust
South Carolina
$377K +$24.3K +101 +7%
BHBT
1007
Burke & Herbert Bank & Trust
Virginia
$376K – – –
SQA
1008
Simon Quick Advisors
New Jersey
$374K +$31.3K +130 +9%
DTL
1009
Dynamic Technology Lab
Singapore
$373K -$764K -3,173 -67%
BBNA
1010
Bremer Bank National Association
Minnesota
$371K -$2.41K -10 -0.6%
PCA
1011
Pallas Capital Advisors
Massachusetts
$371K +$27.2K +113 +8%
RG
1012
Renaissance Group
Kentucky
$371K -$7.23K -30 -2%
MCM
1013
Monument Capital Management
Virginia
$370K +$54.4K +226 +17%
SSB
1014
Sandy Spring Bank
Maryland
$369K +$21.4K +89 +6%
BSTWA
1015
Blake Schutter Theil Wealth Advisors
Ohio
$369K – – –
SMC
1016
Smith, Moore & Co
Missouri
$367K -$26.5K -110 -7%
BFO
1017
Boston Family Office
Massachusetts
$367K – – –
MCWS
1018
McKinley Carter Wealth Services
West Virginia
$365K – – –
GCM
1019
G2 Capital Management
Ohio
$365K – – –
SOW
1020
State of Wyoming
Wyoming
$364K +$163K +675 +81%
WIA
1021
World Investment Advisors
California
$364K -$152K -631 -29%
KWA
1022
Kingswood Wealth Advisors
California
$364K -$1.03M -4,257 -74%
WCF
1023
West Coast Financial
California
$364K – – –
CIA
1024
Capital Investment Advisors
Georgia
$363K +$24.1K +100 +7%
WSC
1025
Wellington Shields & Co
New York
$363K – – –
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