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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 %
OPA
1076
Old Port Advisors
Maine
$317K -$482 -2 -0.2%
SWTS
1077
Stonehaven Wealth & Tax Solutions
Wisconsin
$316K +$316K +1,310 New
VST
1078
Van Strum & Towne
California
$314K – – –
WCM
1079
Windsor Capital Management
Arizona
$314K -$17.6K -73 -5%
NI
1080
NDVR Inc
Massachusetts
$313K +$18.1K +75 +6%
SFC
1081
SYM Financial Corp
Indiana
$313K +$23.8K +99 +8%
PD
1082
Point72 (DIFC)
United Arab Emirates
$313K -$1.04M -4,319 -77%
DAM
1083
Delta Asset Management
Tennessee
$312K – – –
ERIM
1084
Eagle Ridge Investment Management
Connecticut
$311K – – –
AO
1085
Advisor OS
Illinois
$310K -$14K -58 -4%
LOPW
1086
Live Oak Private Wealth
North Carolina
$310K – – –
NQWM
1087
Northwest Quadrant Wealth Management
Oregon
$309K -$9.4K -39 -3%
BB
1088
Busey Bank
Illinois
$308K -$25.5K -106 -8%
BIG
1089
Brooklyn Investment Group
New York
$306K +$3.85K +16 +1%
SC
1090
Scotia Capital
Ontario, Canada
$306K +$306K +1,270 New
RWP
1091
RWA Wealth Partners
Massachusetts
$305K -$18.8K -78 -6%
IC
1092
Iconiq Capital
California
$305K +$305K +1,266 New
OC
1093
Oakworth Capital
Alabama
$304K -$42.4K -176 -12%
MWS
1094
MFA Wealth Services
California
$304K +$304K +1,264 New
NA
1095
Nestegg Advisors
New York
$302K +$302K +1,202 New
SGC
1096
Slocum, Gordon & Co
Rhode Island
$301K – – –
CSC
1097
Caldwell Sutter Capital
California
$301K +$1.2K +5 +0.4%
SPI
1098
Santori & Peters Inc
Pennsylvania
$298K – – –
PL
1099
Plancorp LLC
Missouri
$298K +$298K +1,236 New
AWA
1100
Arkadios Wealth Advisors
Georgia
$298K -$4.82K -20 -2%
42 43
44
45 46