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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 %
SBWIC
1201
Schaper Benz & Wise Investment Counsel
Wisconsin
$241K – – –
MCM
1202
Mill Capital Management
North Carolina
$241K – – –
FC
1203
Financial Council
Maryland
$239K – – –
BFA
1204
Bragg Financial Advisors
North Carolina
$239K -$10.6K -44 -4%
PCG
1205
Prosperity Consulting Group
Maryland
$239K +$20.2K +84 +9%
SWA
1206
SFMG Wealth Advisors
Texas
$238K – – –
GSIS
1207
Global Strategic Investment Solutions
Arizona
$237K – – –
PL
1208
Perpetual Ltd
Australia
$237K – – –
SFG
1209
Sovereign Financial Group
Connecticut
$236K -$1.45K -6 -0.6%
AIP
1210
Arrowpoint Investment Partners
Singapore
$236K +$236K +980 New
NWWA
1211
New Wave Wealth Advisors
Arkansas
$236K -$12K -50 -5%
TT
1212
TI-Trust
Illinois
$235K +$1.45K +6 +0.6%
WT
1213
Washington Trust
Rhode Island
$233K -$241 -1 -0.1%
POIA
1214
Pin Oak Investment Advisors
Texas
$233K – – –
Bank Julius Baer & Co
1215
Bank Julius Baer & Co
Switzerland
$233K +$233K +875 New
SMA
1216
Sage Mountain Advisors
Georgia
$232K +$232K +965 New
TIM
1217
Tortoise Investment Management
New York
$231K +$241 +1 +0.1%
ZIM
1218
Zacks Investment Management
Illinois
$230K +$2.41K +10 +1%
GS
1219
GWN Securities
Florida
$230K +$230K +949 New
CAC
1220
Core Alternative Capital
Georgia
$229K – – –
TW
1221
TritonPoint Wealth
Maryland
$228K +$6.99K +29 +3%
EI
1222
EDMP Inc
Florida
$228K – – –
HI
1223
Humankind Investments
New York
$227K -$30.8K -128 -12%
BFA
1224
Brendel Financial Advisors
New Hampshire
$227K – – –
VA
1225
Valmark Advisers
Ohio
$226K +$11.6K +48 +5%
47 48
49
50 51