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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 %
GLA
1226
Good Life Advisors
Pennsylvania
$225K -$178K -740 -44%
PDM
1227
Penn Davis McFarland
Texas
$225K – – –
AW
1228
Alteri Wealth
California
$224K +$224K +930 New
TNBTD
1229
Trustmark National Bank Trust Department
Mississippi
$224K +$224K +929 New
SFO
1230
Stokes Family Office
Louisiana
$224K +$224K +929 New
SA
1231
SRN Advisors
Pennsylvania
$222K +$222K +922 New
MFS
1232
Madrona Financial Services
Washington
$222K +$2.89K +12 +1%
CFSG
1233
Community Financial Services Group
Vermont
$221K – – –
ST
1234
Somerset Trust
Pennsylvania
$221K +$10.8K +45 +5%
BWM
1235
BNC Wealth Management
Oregon
$221K +$241 +1 +0.1%
OWA
1236
One Wealth Advisors
California
$220K -$6.75K -28 -3%
HCMT
1237
Highland Capital Management (Tennessee)
Tennessee
$220K – – –
MCM
1238
MV Capital Management
Maryland
$220K -$482 -2 -0.2%
IF
1239
Ironwood Financial
Arizona
$219K – – –
DLCIG
1240
D.L. Carlson Investment Group
New Hampshire
$219K +$3.13K +13 +1%
NFP
1241
Narus Financial Partners
Utah
$219K – – –
CIP
1242
Convergence Investment Partners
Florida
$218K -$2.17K -9 -1%
SIC
1243
Salem Investment Counselors
North Carolina
$218K +$10.6K +44 +5%
FA
1244
Fiduciary Alliance
South Carolina
$218K +$218K +905 New
FFBTD
1245
First Financial Bank - Trust Division
Ohio
$218K -$482 -2 -0.2%
RPGK
1246
Retirement Planning Group (Kansas)
Kansas
$217K +$9.4K +39 +5%
LW
1247
Linscomb Wealth
Texas
$216K – – –
ADIM
1248
Alpha DNA Investment Management
Maryland
$213K -$48.2K -200 -18%
IF
1249
Intrua Financial
Texas
$213K -$142K -590 -40%
GDP
1250
Great Diamond Partners
Maine
$213K -$18.3K -76 -8%
48 49
50
51 52