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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 %
SWM
1101
Segment Wealth Management
Texas
$297K – – –
WE
1102
Wealth Effects
Massachusetts
$296K -$18.3K -76 -6%
LCM
1103
Liberty Capital Management
Michigan
$296K – – –
EA
1104
Everpar Advisors
Oklahoma
$296K +$19.3K +80 +7%
MAG
1105
Mayfair Advisory Group
Alabama
$294K +$722 +3 +0.2%
SRC
1106
Sage Rhino Capital
California
$294K -$1.45K -6 -0.5%
LTI
1107
Laffer Tengler Investments
Tennessee
$293K – – –
AMG
1108
Advisors Management Group
Wisconsin
$293K -$7.22K -30 -2%
ASG
1109
Ariston Services Group
California
$292K -$723 -3 -0.2%
HPM
1110
Hudson Portfolio Management
New York
$291K +$59K +245 +25%
WA
1111
Wealth Architects
California
$291K -$3.13K -13 -1%
AC
1112
Apella Capital
Connecticut
$291K +$1.21K +5 +0.4%
PP
1113
Patten & Patten
Tennessee
$289K +$45.5K +189 +19%
BIG
1114
Builder Investment Group
Georgia
$289K – – –
CASB
1115
Cape Ann Savings Bank
Massachusetts
$289K – – –
EC
1116
Enhancing Capital
Pennsylvania
$289K +$289K +1,200 New
MIC
1117
Means Investment Company
Maine
$289K – – –
GS
1118
GTS Securities
New York
$288K +$288K +1,194 New
HI
1119
Harbour Investments
Wisconsin
$287K +$9.39K +39 +3%
IRC
1120
Investors Research Corp
Georgia
$286K -$46.5K -193 -14%
SS
1121
Sunbelt Securities
Texas
$286K -$21.3K -89 -7%
DOA
1122
D'Orazio & Associates
Virginia
$285K +$285K +1,185 New
CFS
1123
CRA Financial Services
New Jersey
$285K -$7.23K -30 -2%
EARNEST Partners
1124
EARNEST Partners
Georgia
$284K -$8.67K -36 -3%
EW
1125
Evoke Wealth
California
$282K +$282K +1,172 New
43 44
45
46 47