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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 %
NRG
1401
Nemes Rush Group
Michigan
$49.2K +$4.58K +19 +10%
VC
1402
Vestor Capital
Illinois
$49K +$1.2K +5 +3%
PSFG
1403
Park Square Financial Group
Georgia
$48.9K +$48.9K +203 New
PGAM
1404
Princeton Global Asset Management
New Jersey
$48.7K – – –
KOCAA
1405
Knights of Columbus Asset Advisors
Connecticut
$48.2K – – –
ME
1406
McIlrath & Eck
Washington
$48.2K – – –
PFT
1407
Providence First Trust
Arizona
$48.2K +$48.2K +200 New
QL
1408
Quarry LP
New York
$45.8K +$36.6K +152 +400%
API
1409
Asset Planning Inc
California
$43.7K +$43.7K +181 New
CTB
1410
Country Trust Bank
Illinois
$42.2K – – –
FPB
1411
First PREMIER Bank
South Dakota
$41K – – –
TCM
1412
Tributary Capital Management
Nebraska
$40.7K – – –
GKIM
1413
GW&K Investment Management
Massachusetts
$40K +$12K +49 +43%
FDW
1414
Fourth Dimension Wealth
Ohio
$39.7K +$39.7K +165 New
SIC
1415
SJS Investment Consulting
Ohio
$39.5K -$1.45K -6 -4%
PWA
1416
Physician Wealth Advisors
Utah
$39.3K +$39.3K +163 New
DSC
1417
Duncker Streett & Co
Missouri
$38.8K +$2.9K +12 +8%
WWM
1418
Wolff Wiese Magana
California
$38.5K – – –
FCAS
1419
First Command Advisory Services
Texas
$38.1K – – –
WIM
1420
Westside Investment Management
California
$36.6K – – –
AT
1421
Arlington Trust
Alabama
$36.6K – – –
GIM
1422
Generali Investments Management
Slovenia
$36.6K +$36.6K +152 New
PFA
1423
Pathway Financial Advisers
Indiana
$36.4K – – –
ANBT
1424
American National Bank & Trust
Texas
$36.1K -$2.41K -10 -6%
FIM
1425
FWL Investment Management
Texas
$36.1K – – –
55 56
57
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