TRV icon

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 %
YDMI
1376
Y.D. More Investments
Israel
$67.4K +$36.9K +153 +120%
SCM
1377
Silvant Capital Management
Georgia
$67.2K – – –
HFM
1378
Hartford Financial Management
Connecticut
$67K – – –
SIS
1379
Strategic Investment Solutions
Illinois
$66.2K -$649 -3 -1%
Loomis, Sayles & Company
1380
Loomis, Sayles & Company
Massachusetts
$65K +$65K +271 New
CA
1381
Crewe Advisors
Utah
$63.6K -$17.8K -74 -22%
TFIPS
1382
Towarzystwo Funduszy Inwestycyjnych PZU SA
$62.6K +$15.7K +65 +33%
MSG
1383
Main Street Group
Virginia
$61.2K – – –
VCM
1384
Versant Capital Management
Arizona
$60.7K +$51.8K +215 +581%
MMG
1385
Monetary Management Group
Missouri
$60.5K – – –
BGA
1386
Battery Global Advisors
Massachusetts
$60.2K – – –
IBOK
1387
Independence Bank of Kentucky
Kentucky
$59.5K -$9.88K -41 -14%
RI
1388
Ridgewood Investments
New Jersey
$58.7K -$9.38K -39 -14%
WWP
1389
WR Wealth Planners
Missouri
$58.5K +$3.85K +16 +7%
AP
1390
Atwood & Palmer
Missouri
$57.3K – – –
PSB
1391
Piscataqua Savings Bank
New Hampshire
$57.1K – – –
KSB
1392
Kennebec Savings Bank
Maine
$56.9K -$14.9K -64 -21%
IWM
1393
IMG Wealth Management
Florida
$55.2K +$55.2K +229 New
SIA
1394
Sit Investment Associates
Minnesota
$54K – – –
EDRH
1395
Edmond de Rothschild Holding
Switzerland
$53.2K – – –
M
1396
MOTCO
Texas
$52K -$3.61K -15 -6%
CTA
1397
Colonial Trust Advisors
South Carolina
$50.4K – – –
MA
1398
MCF Advisors
Kentucky
$49.4K +$241 +1 +0.5%
GJIA
1399
Glass Jacobson Investment Advisors
Maryland
$49.4K – – –
PWMG
1400
Private Wealth Management Group
New Jersey
$49.4K – – –
54 55
56
57 58