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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 %
WSCM
1426
Wellington Shields Capital Management
New York
$36.1K – – –
NA
1427
Nordwand Advisors
Pennsylvania
$36.1K – – –
TAM
1428
Tucker Asset Management
Colorado
$35.9K – – –
FFO
1429
Fortitude Family Office
Arizona
$34.9K +$2.17K +9 +7%
TC
1430
Trust Company
Kansas
$34.7K – – –
BFPW
1431
BOK Financial Private Wealth
Colorado
$34.4K +$963 +4 +3%
NSIM
1432
North Star Investment Management
Illinois
$34.4K -$3.37K -14 -9%
ACA
1433
American Capital Advisory
Idaho
$34.2K – – –
LWANC
1434
Laurel Wealth Advisors (North Carolina)
North Carolina
$33.2K – – –
WTFG
1435
Wood Tarver Financial Group
Idaho
$33K +$33K +137 New
BCMLT
1436
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.3K +$241 +1 +0.8%
WBC
1437
West Branch Capital
Massachusetts
$31.1K – – –
CP
1438
Castleview Partners
Texas
$30.8K +$30.8K +128 New
KI
1439
Kapitalo Investimentos
Brazil
$29.9K +$29.9K +124 New
TWD
1440
True Wealth Design
Ohio
$29.2K -$12.8K -53 -30%
PPC
1441
Park Place Capital
Alabama
$28.7K – – –
CSWM
1442
Cassady Schiller Wealth Management
Ohio
$28.4K +$964 +4 +4%
CMA
1443
Cedar Mountain Advisors
Oregon
$27.9K – – –
RAM
1444
Riggs Asset Management
Pennsylvania
$27.6K – – –
YP
1445
YANKCOM Partnership
South Dakota
$27.2K +$27.2K +113 New
CIR
1446
Clear Investment Research
Georgia
$26.8K – – –
NECFA
1447
New England Capital Financial Advisors
Connecticut
$26.5K – – –
PFG
1448
Putney Financial Group
California
$26.5K +$26.5K +110 New
AG
1449
AmeriFlex Group
Nevada
$26K +$26K +106 New
LIA
1450
Luken Investment Analytics
Tennessee
$25.5K – – –
56 57
58
59 60