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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 %
ATS
1276
Ashton Thomas Securities
New York
$205K +$43.7K +181 +27%
Fiera Capital (Canada)
1277
Fiera Capital (Canada)
Quebec, Canada
$205K +$205K +851 New
AC
1278
AlphaCore Capital
California
$205K +$205K +850 New
TWM
1279
Thrive Wealth Management
Pennsylvania
$205K +$205K +850 New
RWP
1280
Ridgecrest Wealth Partners
California
$205K -$293K -1,216 -59%
KP
1281
Keel Point
Alabama
$204K +$204K +846 New
Walleye Capital
1282
Walleye Capital
New York
$204K -$216K -895 -51%
FCT
1283
First Community Trust
Iowa
$204K – – –
PCS
1284
Personal CFO Solutions
New Jersey
$204K -$5.54K -23 -3%
SWP
1285
Strategic Wealth Partners
Ohio
$203K +$203K +836 New
HWM
1286
Horizons Wealth Management
North Carolina
$203K – – –
GFPC
1287
Global Financial Private Client
Florida
$203K +$2.17K +9 +1%
RC
1288
Rovin Capital
Arizona
$203K +$203K +844 New
JSW
1289
Journey Strategic Wealth
New Jersey
$203K +$203K +842 New
OP
1290
ORG Partners
Indiana
$203K +$111K +459 +120%
FAG
1291
Fortitude Advisory Group
Washington
$202K +$202K +840 New
TFP
1292
Tilia Fiduciary Partners
North Carolina
$202K -$5.54K -23 -3%
WQ
1293
Wealth Quarterback
New Jersey
$202K -$30.1K -125 -13%
VCM
1294
Voleon Capital Management
California
$201K +$201K +836 New
BFO
1295
Biltmore Family Office
North Carolina
$201K +$201K +834 New
PFA
1296
Pure Financial Advisors
California
$200K +$200K +832 New
VNA
1297
Valley National Advisers
Pennsylvania
$199K – – –
MSWM
1298
Mowery & Schoenfeld Wealth Management
Illinois
$194K +$28.7K +119 +17%
LCM
1299
Logan Capital Management
Pennsylvania
$193K -$36.1K -150 -16%
AGWCA
1300
Annis Gardner Whiting Capital Advisors
Florida
$192K +$482 +2 +0.3%
50 51
52
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