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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 %
CWS
1176
Confluence Wealth Services
Pennsylvania
$251K +$34.8K +144 +16%
JFL
1177
Jarislowsky, Fraser Ltd
Quebec, Canada
$251K -$723 -3 -0.3%
FMLI
1178
Fukoku Mutual Life Insurance
Japan
$250K – – –
FAIM
1179
Financial Advocates Investment Management
Washington
$249K +$14K +58 +6%
RCAG
1180
Rehmann Capital Advisory Group
Michigan
$248K +$8.68K +36 +4%
OFS
1181
OneAscent Financial Services
Alabama
$247K +$247K +1,024 New
CBT
1182
Crews Bank & Trust
Florida
$247K +$247K +1,024 New
LBC
1183
Leigh Baldwin & Co
New York
$247K +$247K +1,024 New
HWA
1184
HCR Wealth Advisors
California
$246K – – –
TPI
1185
Trust Point Inc
Wisconsin
$246K -$2.17K -9 -0.9%
MAM
1186
McLean Asset Management
Virginia
$246K +$7.23K +30 +3%
GSWM
1187
Greenup Street Wealth Management
Michigan
$246K -$2.65K -11 -1%
WI
1188
Wedgewood Investors
Pennsylvania
$246K – – –
ST
1189
Sageworth Trust
Pennsylvania
$245K +$4.34K +18 +2%
CC
1190
Callan Capital
California
$245K +$482 +2 +0.2%
BCG
1191
Breakwater Capital Group
New Jersey
$244K -$482 -2 -0.2%
CT
1192
Chicago Trust
Illinois
$243K – – –
MFG
1193
Magnus Financial Group
New York
$242K +$5.3K +22 +2%
TPCM
1194
Templeton & Phillips Capital Management
Tennessee
$242K – – –
NCM
1195
Next Capital Management
New York
$242K – – –
RA
1196
Ruggaard & Associates
Ohio
$242K +$964 +4 +0.4%
QFA
1197
Quantum Financial Advisors
California
$241K – – –
SRA
1198
Secured Retirement Advisors
Minnesota
$241K +$18.1K +75 +8%
FWM
1199
Focused Wealth Management
New York
$241K +$13K +54 +6%
SBWIC
1200
Schaper Benz & Wise Investment Counsel
Wisconsin
$241K – – –
46 47
48
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