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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 %
HI
1526
Human Investing
Oregon
$4.1K +$4.1K +17 New
SN
1527
Sittner & Nelson
Oregon
$4.1K +$2.65K +11 +183%
HBW
1528
Hazlett, Burt & Watson
West Virginia
$4K – – –
MCM
1529
MidAtlantic Capital Management
Virginia
$3.61K – – –
TFM
1530
TFC Financial Management
Massachusetts
$3.13K – – –
CPG
1531
Cornerstone Planning Group
New Jersey
$3.01K -$251 -1 -8%
LIS
1532
Legacy Investment Solutions
Idaho
$2.94K +$2.94K +12 New
LWMI
1533
Legacy Wealth Management (Idaho)
Idaho
$2.94K +$2.94K +12 New
CWC
1534
Carolinas Wealth Consulting
North Carolina
$2.89K – – –
PS
1535
PayPay Securities
Japan
$2.65K +$1.45K +6 +120%
WCM
1536
WealthTrak Capital Management
Virginia
$2.65K +$2.65K +11 New
TCM
1537
TD Capital Management
Tennessee
$2.52K +$756 +3 +43%
PP
1538
PFS Partners
New Jersey
$2.41K – – –
PA
1539
PSI Advisors
Florida
$2.41K – – –
STB
1540
S&T Bank
Pennsylvania
$2.41K +$2.41K +10 New
TIM
1541
Thompson Investment Management
Wisconsin
$1.93K – – –
NC
1542
NewSquare Capital
Pennsylvania
$1.93K +$1.93K +8 New
BIM
1543
Breakwater Investment Management
Washington
$1.69K – – –
CF
1544
Conquis Financial
California
$1.69K +$1.69K +7 New
PWM
1545
Parkworth Wealth Management
California
$1.69K +$1.69K +7 New
AP
1546
Aspect Partners
Virginia
$1.45K -$722 -3 -33%
PWA
1547
Principia Wealth Advisory
Texas
$1.45K +$1.45K +6 New
NMG
1548
New Millennium Group
Utah
$1.45K +$1.45K +6 New
HWA
1549
HHM Wealth Advisors
Tennessee
$1.21K +$1.21K +5 New
HFS
1550
Horizon Financial Services
North Carolina
$1.2K – – –
60 61
62
63 64