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Travelers Companies
TRV

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 %
PWPS
1601
Pinnacle Wealth Planning Services
Ohio
– -$248K -1,060 Closed
WBC
1602
Westpac Banking Corp
Australia
– -$245K -1,047 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1603
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$242K -1,032 Closed
HOWA
1604
Heritage Oak Wealth Advisors
Florida
– -$241K -1,029 Closed
LA
1605
Legacy Advisors
Pennsylvania
– -$232K -993 Closed
CAM
1606
CPA Asset Management
Florida
– -$227K -970 Closed
WG
1607
Winton Group
United Kingdom
– -$226K -964 Closed
CAM
1608
CenterStar Asset Management
Illinois
– -$225K -962 Closed
GSC
1609
Ground Swell Capital
South Carolina
– -$213K -908 Closed
CFA
1610
Cahill Financial Advisors
Minnesota
– -$213K -908 Closed
MSFS
1611
Main Street Financial Solutions
Pennsylvania
– -$206K -879 Closed
CPW
1612
Crestmont Private Wealth
Texas
– -$206K -878 Closed
UAS
1613
United Asset Strategies
New York
– -$204K -872 Closed
EA
1614
Emerald Advisors
Washington
– -$206K -775 Closed
BCP
1615
Blue Chip Partners
Michigan
– -$174K -743 Closed
UFF
1616
USA Financial Formulas
Michigan
– -$171K -729 Closed
AA
1617
Alta Advisers
United Kingdom
– -$164K -700 Closed
CPA
1618
Capital Performance Advisors
California
– -$119K -509 Closed
IAS
1619
IMA Advisory Services
Colorado
– -$88.7K -379 Closed
FCM
1620
Fourpath Capital Management
Oklahoma
– -$84K -359 Closed
FNWA
1621
Financial Network Wealth Advisors
Utah
– -$59.2K -253 Closed
WI
1622
Wintrust Investments
Illinois
– -$58K -248 Closed
JIP
1623
Jaffetilchin Investment Partners
Florida
– -$52.9K -226 Closed
FAM
1624
Flaharty Asset Management
Florida
– -$36.5K -156 Closed
GJWM
1625
Gilliland Jeter Wealth Management
Arkansas
– -$33.5K -143 Closed
63 64
65
66 67