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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 %
AWA
1626
Authentikos Wealth Advisory
California
– -$26.2K -112 Closed
NFA
1627
Northwest Financial Advisors
Virginia
– -$25.8K -110 Closed
OA
1628
Operose Advisors
Wisconsin
– -$22.2K -95 Closed
GGI
1629
Godsey & Gibb Inc
Virginia
– -$21.1K -90 Closed
HGA
1630
Hobbs Group Advisors
South Carolina
– -$18.5K -79 Closed
CTC
1631
Cetera Trust Company
Minnesota
– -$15.9K -68 Closed
MWA
1632
MFA Wealth Advisors
Pennsylvania
– -$15.2K -65 Closed
WOC
1633
West Oak Capital
California
– -$140 -60 Closed
CFG
1634
Copley Financial Group
California
– -$13.3K -57 Closed
HGERS
1635
Householder Group Estate & Retirement Specialist
Arizona
– -$10K -45 Closed
Twin Tree Management
1636
Twin Tree Management
Texas
– -$8.43K -36 Closed
SFCL
1637
Strengthening Families & Communities LLC
Massachusetts
– -$6.3K -27 Closed
TPW
1638
Talon Private Wealth
Florida
– -$5.85K -25 Closed
RWM
1639
Reston Wealth Management
Virginia
– -$5.62K -24 Closed
MFA
1640
McClarren Financial Advisors
Pennsylvania
– -$4 -17 Closed
MFS
1641
Mattson Financial Services
Michigan
– -$3.46K -17 Closed
RWA
1642
Redmont Wealth Advisors
Illinois
– -$3.51K -15 Closed
CCM
1643
Chilton Capital Management
Texas
– -$3.28K -14 Closed
VAMG
1644
Voisard Asset Management Group
Michigan
– -$3.04K -13 Closed
PG
1645
Proffitt & Goodson
Tennessee
– -$2.81K -12 Closed
CPA
1646
Clear Point Advisors
New York
– -$2.55K -11 Closed
IWP
1647
IAG Wealth Partners
Wisconsin
– -$2.34K -10 Closed
CAS
1648
Coppell Advisory Solutions
Texas
– -$708 -3 Closed
CA
1649
Claris Advisors
Missouri
– -$702 -3 Closed
HI
1650
Hoey Investments
Pennsylvania
– -$407 -2 Closed
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