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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 %
CIA
1551
Cape Investment Advisory
Georgia
$1.2K +$1.2K +5 New
WW
1552
Winnow Wealth
Texas
$1.17K +$1.17K +5 New
TCM
1553
Tanaka Capital Management
New York
$1K – – –
MSWA
1554
Marshall & Sterling Wealth Advisors
New York
$968 +$968 +5 New
OSNBOA
1555
Old Second National Bank of Aurora
Illinois
$964 +$964 +4 New
NS
1556
NBC Securities
Alabama
$723 -$712K -2,955 -100%
CAM
1557
Creekmur Asset Management
Illinois
$723 – – –
CAWM
1558
Capital A Wealth Management
Pennsylvania
$723 +$723 +3 New
WA
1559
WestEnd Advisors
North Carolina
$482 – – –
AWM
1560
Activest Wealth Management
Florida
$482 +$482 +2 New
SC
1561
Stance Capital
Massachusetts
$241 +$241 +1 New
Voloridge Investment Management
1562
Voloridge Investment Management
Florida
– -$33.4M -142,664 Closed
SPS
1563
Susquehanna Portfolio Strategies
Pennsylvania
– -$21.5M -91,845 Closed
FTDI
1564
First Trust Direct Indexing
Massachusetts
– -$3.04M -12,964 Closed
DFA
1565
Delta Financial Advisors
Louisiana
– -$2.86M -12,211 Closed
SF
1566
Symphony Financial
Texas
– -$399K -11,831 Closed
AWM
1567
Accurate Wealth Management
Florida
– -$2.81M -11,647 Closed
PE
1568
Point72 Europe
United Kingdom
– -$2.48M -10,600 Closed
KB
1569
Kimelman & Baird
New York
– -$2M -8,536 Closed
JF
1570
Jump Financial
Illinois
– -$1.96M -8,381 Closed
PP
1571
Paloma Partners
Connecticut
– -$1.51M -6,460 Closed
SEC
1572
Seven Eight Capital
New York
– -$1.42M -6,046 Closed
BCM
1573
Bayesian Capital Management
New York
– -$1.39M -5,931 Closed
MC
1574
Machina Capital
France
– -$1.33M -5,665 Closed
DAS
1575
Dynamic Advisor Solutions
Arizona
– -$1.32M -5,657 Closed
61 62
63
64 65