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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 %
DPW
1501
DiNuzzo Private Wealth
Pennsylvania
$9.4K – – –
RS
1502
Rakuten Securities
Japan
$9.4K +$7.95K +33 +550%
HFS
1503
Hopwood Financial Services
Virginia
$8.43K +$8.43K +35 New
YAL
1504
Your Advocates Ltd
Texas
$8.43K – – –
DCM
1505
Davis Capital Management
Florida
$8.19K – – –
NCM
1506
Northwest Capital Management
Oregon
$8.19K – – –
CAL
1507
Capital Analysts LLC
Pennsylvania
$8K – – –
RWPA
1508
Richard W. Paul & Associates
Michigan
$7.47K – – –
FDCP
1509
Foster Dykema Cabot & Partners
Massachusetts
$7.23K -$19.3K -80 -73%
JFG
1510
JDM Financial Group
Texas
$7.23K – – –
RWM
1511
Rialto Wealth Management
New York
$7.23K +$7.23K +30 New
MC
1512
Montag & Caldwell
Georgia
$6.99K +$6.99K +29 New
BAM
1513
Bellevue Asset Management
Washington
$6.99K +$6.99K +29 New
AAG
1514
Accordant Advisory Group
Maryland
$6.75K – – –
KTC
1515
Kentucky Trust Company
Kentucky
$6.75K +$6.75K +28 New
CIM
1516
Contravisory Investment Management
Massachusetts
$6.75K +$6.75K +28 New
AIC
1517
Archer Investment Corporation
Indiana
$6.5K – – –
FIA
1518
FPC Investment Advisory
California
$6.38K +$6.38K +26 New
AW
1519
Avion Wealth
Texas
$6K +$462 +2 +8%
SO
1520
Sierra Ocean
California
$5.8K +$5.8K +24 New
WAS
1521
Winch Advisory Services
Wisconsin
$5.78K +$5.78K +24 New
GSWM
1522
Golden State Wealth Management
California
$5.78K +$5.78K +24 New
ACM
1523
Anfield Capital Management
California
$4.58K – – –
AWM
1524
Accredited Wealth Management
Kentucky
$4.58K +$4.58K +19 New
GWSA
1525
Global Wealth Strategies & Associates
Colorado
$4.34K +$4.34K +18 New
59 60
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62 63