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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 %
MAM
1476
Meeder Asset Management
Ohio
$16.6K -$1.93K -8 -10%
IA
1477
IFS Advisors
Kansas
$16.6K – – –
CFD
1478
Creative Financial Designs
Indiana
$16.1K -$24.6K -102 -60%
FMP
1479
Financial Management Professionals
Texas
$15.7K -$1.93K -8 -11%
W
1480
WealthCollab
Washington
$15.7K – – –
KA
1481
Kozak & Associates
Colorado
$15.3K +$15.3K +63 New
CFP
1482
Comprehensive Financial Planning
Pennsylvania
$15.2K +$15.2K +63 New
OAJ
1483
Ogorek Anthony Joseph
New York
$14K +$230 +1 +2%
HCM
1484
Hollencrest Capital Management
California
$13.7K – – –
CWM
1485
CarsonAllaria Wealth Management
Illinois
$13.5K – – –
CWM
1486
Centricity Wealth Management
Ohio
$13.5K +$13.5K +56 New
DF
1487
Dunhill Financial
United Kingdom
$12.7K +$5.74K +24 +83%
BWL
1488
Bogart Wealth LLC
Virginia
$12.3K – – –
MHR
1489
Matthew Hamilton Rosenberg
$12K – – –
DFA
1490
DHJJ Financial Advisors
Illinois
$12K – – –
RMP
1491
Richards, Merrill & Peterson
Washington
$12K +$12K +50 New
RCM
1492
Raleigh Capital Management
North Carolina
$11.3K -$241 -1 -2%
CWM
1493
Cranbrook Wealth Management
Michigan
$11.1K – – –
AFG
1494
Albion Financial Group
Utah
$11.1K +$1.45K +6 +15%
MAS
1495
MPWM Advisory Solutions
Georgia
$11.1K +$11.1K +46 New
HWP
1496
Highline Wealth Partners
California
$10.8K +$2.17K +9 +25%
CFFP
1497
Center for Financial Planning
Michigan
$10.8K – – –
MTIC
1498
Missouri Trust & Investment Company
Missouri
$10.8K -$1.2K -5 -10%
LFA
1499
Legend Financial Advisors
Pennsylvania
$10.8K +$964 +4 +10%
AAG
1500
Armstrong Advisory Group
Massachusetts
$10.6K – – –
58 59
60
61 62