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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 %
AWM
1451
Abound Wealth Management
Tennessee
$25.1K +$242 +1 +1%
RA
1452
Rise Advisors
New York
$24.5K +$241 +1 +1%
WA
1453
Whipplewood Advisors
Colorado
$24.3K +$24.3K +101 New
PA
1454
Pineridge Advisors
Missouri
$24.1K – – –
TCG
1455
Transcendent Capital Group
Oklahoma
$24.1K – – –
B
1456
Birchbrook
Maine
$24.1K – – –
LC
1457
Lavaca Capital
Texas
$24.1K +$24.1K +100 New
ETS
1458
ESL Trust Services
New York
$24.1K +$24.1K +100 New
PPA
1459
Painted Porch Advisors
California
$22.4K +$22.4K +93 New
MEG
1460
Millstone Evans Group
Colorado
$22.2K +$22.2K +92 New
SIS
1461
Sound Income Strategies
Florida
$21.9K +$2.64K +11 +14%
RTL
1462
Red Tortoise LLC
Georgia
$21.8K – – –
FWM
1463
FSA Wealth Management
Massachusetts
$21.6K – – –
RCA
1464
Runnymede Capital Advisors
Ohio
$21.2K +$21.2K +88 New
RTC
1465
Riverview Trust Company
Washington
$21K – – –
MWM
1466
Mascoma Wealth Management
New Hampshire
$20.7K +$4.58K +19 +28%
TFA
1467
Toth Financial Advisory
Virginia
$20.5K – – –
SFA
1468
Semmax Financial Advisors
North Carolina
$19.8K – – –
ZRP
1469
Zynergy Retirement Planning
New Jersey
$19.2K – – –
CWM
1470
Crowley Wealth Management
Delaware
$18.5K +$18.5K +77 New
SL
1471
Salomon & Ludwin
Virginia
$18.3K -$48.2K -200 -72%
TCM
1472
TruNorth Capital Management
Michigan
$18.3K – – –
CA
1473
Centerpoint Advisors
Massachusetts
$18K – – –
SWA
1474
SOA Wealth Advisors
New York
$17.4K – – –
S
1475
Sachetta
Massachusetts
$17.1K +$1.69K +7 +11%
57 58
59
60 61