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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 %
Fisher Asset Management
1051
Fisher Asset Management
Washington
$339K +$111K +461 +49%
AA
1052
Advisory Alpha
Michigan
$338K +$338K +1,404 New
AWM
1053
Avior Wealth Management
Nebraska
$337K +$44.6K +185 +15%
WIC
1054
Woodmont Investment Counsel
Tennessee
$336K -$30.1K -125 -8%
FMTC
1055
Farmers & Merchants Trust Company
California
$336K – – –
DJSG
1056
D.J. St. Germain
Massachusetts
$336K +$55.9K +232 +20%
CPIA
1057
Cornell Pochily Investment Advisors
New York
$335K -$26K -108 -7%
DP
1058
Dearborn Partners
Illinois
$334K +$241 +1 +0.1%
HNWA
1059
Henrickson Nauta Wealth Advisors
Michigan
$333K – – –
LAI
1060
Legal Advantage Investments
California
$332K +$91.3K +379 +38%
CAG
1061
Csenge Advisory Group
Florida
$332K -$48.7K -202 -13%
BBA
1062
BLB&B Advisors
Pennsylvania
$331K -$723 -3 -0.2%
CCA
1063
Cobblestone Capital Advisors
New York
$331K – – –
LPT
1064
Legacy Private Trust
Wisconsin
$330K -$56.6K -235 -15%
QC
1065
Quent Capital
New York
$328K +$10.4K +43 +3%
NB
1066
NBT Bank
New York
$328K -$24.1K -100 -7%
GWWM
1067
Great Waters Wealth Management
Minnesota
$327K +$963 +4 +0.3%
OWP
1068
Obermeyer Wealth Partners
Colorado
$324K +$80.2K +333 +33%
SFI
1069
SPC Financial Inc
Maryland
$323K +$26K +108 +9%
GTAM
1070
Global Trust Asset Management
Florida
$321K +$47.2K +196 +17%
SFS
1071
Strategic Financial Services
New York
$321K – – –
FFG
1072
Fiduciary Financial Group
California
$321K -$14.2K -61 -4%
NHT
1073
New Hampshire Trust
New Hampshire
$318K -$8.19K -34 -3%
AC
1074
Avestar Capital
New York
$318K +$36.4K +151 +13%
TW
1075
TrinityPoint Wealth
Connecticut
$317K -$4.1K -17 -1%
41 42
43
44 45