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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 %
DWM
1251
Diversify Wealth Management
Utah
$212K +$212K +914 New
CS
1252
Cannell & Spears
New York
$212K +$482 +2 +0.2%
TFF
1253
The Family Firm
Maryland
$211K – – –
MWM
1254
Meridian Wealth Management
Kentucky
$211K +$211K +877 New
OC
1255
Oarsman Capital
Wisconsin
$211K – – –
CFG
1256
Carr Financial Group
Massachusetts
$211K +$241 +1 +0.1%
FBC
1257
Fairfield, Bush & Co
Connecticut
$211K – – –
PFWA
1258
Paces Ferry Wealth Advisors
Georgia
$210K -$4.34K -18 -2%
LAM
1259
L2 Asset Management
Massachusetts
$209K -$9.15K -38 -4%
CRWM
1260
Castle Rock Wealth Management
California
$209K -$19.5K -82 -9%
A
1261
Allianz
Germany
$209K – – –
NW
1262
Naviter Wealth
Arkansas
$209K – – –
PFM
1263
Phillips Financial Management
Indiana
$208K +$208K +865 New
VBFP
1264
Valtinson Bruner Financial Planning
Minnesota
$208K – – –
CRI
1265
Colonial River Investments
Virginia
$208K +$208K +863 New
ECG
1266
Edge Capital Group
Georgia
$208K +$208K +863 New
SNBOSD
1267
Security National Bank of So Dak
Iowa
$207K -$2.41K -10 -1%
PK
1268
Pflug Koory
Nebraska
$207K – – –
BF
1269
bLong Financial
Tennessee
$207K +$207K +860 New
BW
1270
Bison Wealth
Georgia
$207K -$152K -633 -42%
FFP
1271
Freedom Financial Partners
Minnesota
$207K +$207K +859 New
SIM
1272
Sentry Investment Management
Wisconsin
$206K -$33.4K -139 -14%
LPAM
1273
Lodestar Private Asset Management
California
$206K -$6.02K -25 -3%
FWTB
1274
First Western Trust Bank
Colorado
$206K +$206K +854 New
SAG
1275
SageView Advisory Group
California
$205K +$205K +851 New
49 50
51
52 53