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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 %
VI
1026
Versor Investments
New York
$363K -$361K -1,500 -50%
RC
1027
Randolph Company
Ohio
$362K – – –
AIM
1028
Aspen Investment Management
Michigan
$362K -$4.33K -18 -1%
HCM
1029
Howard Capital Management
Georgia
$362K +$17.3K +72 +5%
SWP
1030
Sagespring Wealth Partners
Tennessee
$361K +$361K +1,499 New
PPWP
1031
Premier Path Wealth Partners
New Jersey
$361K +$3.13K +13 +0.9%
ATFA
1032
All Terrain Financial Advisors
Minnesota
$360K – – –
WA
1033
Wealthstar Advisors
Texas
$359K +$359K +1,491 New
FTC
1034
Farmers Trust Company
Ohio
$357K +$723 +3 +0.2%
MCM
1035
Manchester Capital Management
Vermont
$353K -$6.02K -25 -2%
SB
1036
Simmons Bank
Arkansas
$353K +$24.1K +100 +7%
DS
1037
DRW Securities
Illinois
$352K +$352K +1,461 New
TIA
1038
Tiemann Investment Advisors
California
$352K – – –
FWM
1039
Fairhaven Wealth Management
Illinois
$351K +$2.89K +12 +0.8%
BAG
1040
Bridgewealth Advisory Group
California
$350K +$350K +1,439 New
MA
1041
MKT Advisors
California
$349K – – –
HNB
1042
Hilltop National Bank
Wyoming
$349K -$1.69K -7 -0.5%
AWM
1043
AE Wealth Management
Kansas
$346K +$54.2K +225 +19%
4A
1044
4Wealth Advisors
Illinois
$345K +$345K +1,432 New
JFG
1045
Jefferies Financial Group
New York
$344K -$3.47M -14,415 -91%
MWPCG
1046
Measured Wealth Private Client Group
New Hampshire
$343K +$343K +1,424 New
SF
1047
Summit Financial
New Jersey
$342K -$86.7K -360 -20%
CWM
1048
Calamos Wealth Management
Illinois
$341K +$3.13K +13 +0.9%
KIA
1049
Knollwood Investment Advisory
Maryland
$340K – – –
SCM
1050
Schnieders Capital Management
California
$340K +$340K +1,410 New
40 41
42
43 44