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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 %
FOA
1151
Five Oceans Advisors
California
$266K -$50.6K -210 -16%
AIM
1152
Anchor Investment Management
South Carolina
$266K -$1.45K -6 -0.5%
BCM
1153
Blume Capital Management
California
$265K – – –
SWA
1154
Stratos Wealth Advisors
Ohio
$265K -$14K -58 -5%
ACI
1155
Alpha Cubed Investments
California
$264K +$1.93K +8 +0.7%
CCA
1156
Childress Capital Advisors
Texas
$263K +$4.09K +17 +2%
FCP
1157
Fidelis Capital Partners
Florida
$263K +$16.9K +69 +7%
SCM
1158
Sterling Capital Management
North Carolina
$261K -$182K -755 -41%
CRC
1159
Curi RMB Capital
Illinois
$261K -$212K -880 -45%
CST
1160
Charles Schwab Trust
Nevada
$260K +$2.89K +12 +1%
VFA
1161
Voya Financial Advisors
Connecticut
$260K -$3.36K -14 -1%
AWM
1162
Aprio Wealth Management
Georgia
$259K +$24.3K +101 +10%
FAFN
1163
First Affirmative Financial Network
Colorado
$259K -$62.2K -258 -19%
CWA
1164
Canvas Wealth Advisors
Kansas
$258K -$13K -54 -5%
BBI
1165
Baxter Bros Inc
Connecticut
$258K – – –
CB
1166
Centennial Bank
Arkansas
$257K – – –
MAMG
1167
Milestone Asset Management Group
Connecticut
$257K +$257K +1,066 New
BIAS
1168
Beacon Investment Advisory Services
New Jersey
$257K – – –
KFI
1169
Key Financial Inc
Pennsylvania
$257K – – –
PI
1170
Pettee Investors
Connecticut
$255K – – –
EI
1171
Ellevest Inc
New York
$254K +$19K +79 +8%
LT
1172
Legacy Trust
Michigan
$253K -$34.4K -143 -12%
RIG
1173
RiverFront Investment Group
Virginia
$252K +$252K +1,046 New
LJAC
1174
L.J. Altfest & Co
New York
$252K +$1.21K +5 +0.5%
SSWM
1175
Strait & Sound Wealth Management
California
$251K -$44.6K -185 -15%
45 46
47
48 49