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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 %
CSPIA
1326
Cary Street Partners Investment Advisory
Virginia
$146K -$1.94M -8,070 -93%
BCA
1327
Bray Capital Advisors
Florida
$144K – – –
SAS
1328
Spurstone Advisory Services
Connecticut
$144K +$144K +596 New
TSMHT
1329
Thurston Springer Miller Herd & Titak
Indiana
$132K +$28.2K +117 +27%
CFS
1330
CGC Financial Services
Oregon
$129K – – –
DMBA
1331
Deseret Mutual Benefit Administrators
Utah
$127K -$11.3K -47 -8%
SA
1332
SRH Advisors
Kansas
$124K – – –
VWM
1333
Venturi Wealth Management
Texas
$122K +$47.5K +197 +63%
ITIM
1334
Indiana Trust & Investment Management
Indiana
$122K – – –
CIAM
1335
Caitong International Asset Management
Hong Kong
$122K +$122K +505 New
TLA
1336
Tanglewood Legacy Advisors
Texas
$120K – – –
BHWM
1337
Beaird Harris Wealth Management
Texas
$120K – – –
HIMS
1338
Hager Investment Management Services
New Hampshire
$120K +$120K +500 New
SAM
1339
S.A. Mason
Michigan
$112K – – –
FFL
1340
Financial Freedom LLC
Ohio
$112K -$18.8K -78 -14%
ACA
1341
Atlas Capital Advisors
Wyoming
$111K – – –
CFO
1342
CVA Family Office
Colorado
$106K +$6.99K +29 +7%
TH
1343
TCTC Holdings
Texas
$105K -$7.71K -32 -7%
OPTFSNA
1344
Old Point Trust & Financial Services N A
Virginia
$101K – – –
T
1345
TOBAM
France
$101K +$1.44K +6 +1%
HWM
1346
Hemington Wealth Management
Virginia
$99K +$14.3K +60 +17%
C
1347
Covestor
United Kingdom
$96K +$21.2K +88 +28%
HIA
1348
Harbor Investment Advisory
Maryland
$95.9K – – –
TCA
1349
Trifecta Capital Advisors
Illinois
$89.6K – – –
FUBT
1350
First United Bank & Trust
Maryland
$87.7K – – –
52 53
54
55 56