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Travelers Companies
TRV

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 %
CB
1301
CNB Bank
Pennsylvania
$191K – – –
AA
1302
Addison Advisors
Vermont
$187K -$6.02K -25 -3%
GM
1303
GeoWealth Management
Illinois
$187K -$22.2K -92 -11%
VWM
1304
Vermillion Wealth Management
Minnesota
$183K +$183K +761 New
TF
1305
Tompkins Financial
New York
$183K – – –
CNBTD
1306
Citizens National Bank Trust Department
Mississippi
$181K – – –
BBHC
1307
Brown Brothers Harriman & Co
New York
$179K +$44.1K +183 +33%
FMB
1308
Field & Main Bank
Kentucky
$179K – – –
LWCFA
1309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$176K – – –
EWA
1310
EverSource Wealth Advisors
Alabama
$173K +$11.3K +47 +7%
FC
1311
Fairscale Capital
New Hampshire
$164K – – –
CYG
1312
Clean Yield Group
Vermont
$162K – – –
SFG
1313
Stonebridge Financial Group
Pennsylvania
$161K +$161K +670 New
BGAI
1314
Bruce G. Allen Investments
Colorado
$157K -$723 -3 -0.5%
EBA
1315
Eagle Bay Advisors
New York
$156K -$38.3K -159 -20%
GBT
1316
Grove Bank & Trust
Florida
$155K +$56.6K +235 +57%
CHC
1317
City Holding Co
West Virginia
$154K +$41K +170 +36%
A
1318
AlphaQuest
New York
$153K -$265K -1,100 -63%
CH
1319
Cromwell Holdings
Wyoming
$152K – – –
ATC
1320
Adirondack Trust Company
New York
$152K – – –
DWA
1321
Dougherty Wealth Advisers
Minnesota
$151K – – –
HWA
1322
Heritage Wealth Advisors
Virginia
$151K -$95.4K -396 -39%
JGIA
1323
Jackson Grant Investment Advisers
Connecticut
$149K +$241 +1 +0.2%
GWSG
1324
GPS Wealth Strategies Group
Colorado
$148K +$241 +1 +0.2%
ECM
1325
Estabrook Capital Management
New York
$146K -$964 -4 -0.7%
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