We are live on ! Find out more
TRV icon

Travelers Companies

1,577 hedge funds and large institutions have $52.4B invested in Travelers Companies in 2024 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 509 increasing their positions, 548 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 90

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

19% more capital invested

Capital invested by funds: $44B → $52.4B (+$8.38B)

8% more funds holding

Funds holding: 1,4611,577 (+116)

8% more call options, than puts

Call options by funds: $109M | Put options by funds: $101M

0.34% more ownership

Funds ownership: 83.16%83.49% (+0.34%)

7% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 548

Holders
1,577
Holders Change
+116
Holders Change %
+7.94%
% of All Funds
20.77%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
230
Increased
509
Reduced
548
Closed
90
Calls
$109M
Puts
$101M
Net Calls
+$7.73M
Net Calls Change
-$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
251
Mirae Asset Global Investments
South Korea
$10.4M +$2.9M +11,601 +37%
SCP
252
Shorepoint Capital Partners
Massachusetts
$10.4M -$395K -1,584 -4%
II
253
IFM Investors
Australia
$10.2M -$923K -3,696 -8%
First Manhattan
254
First Manhattan
New York
$10M -$328K -1,312 -3%
BCWM
255
Bartlett & Co Wealth Management
Ohio
$9.93M -$85.1K -341 -0.8%
SSA
256
Schonfeld Strategic Advisors
New York
$9.9M -$5.48M -21,944 -35%
SG
257
Sienna Gestion
France
$9.77M +$2.36M +9,459 +30%
UIM
258
USS Investment Management
United Kingdom
$9.54M -$983K -3,939 -9%
FNBOO
259
First National Bank of Omaha
Nebraska
$9.49M -$188K -753 -2%
BFS
260
Bradley Foster & Sargent
Connecticut
$9.35M -$44.2K -177 -0.5%
GIM
261
Goelzer Investment Management
Indiana
$9.32M -$222K -891 -2%
URS
262
Utah Retirement Systems
Utah
$9.13M +$25K +100 +0.3%
MPAM
263
Murphy Pohlad Asset Management
Minnesota
$9.09M +$674K +2,700 +8%
EWM
264
Executive Wealth Management
Michigan
$9.08M -$133K -533 -1%
IAA
265
Independent Advisor Alliance
North Carolina
$9.05M +$488K +1,954 +5%
SCM
266
Shelton Capital Management
Colorado
$9.02M -$16K -64 -0.2%
KAS
267
Kestra Advisory Services
Texas
$8.94M -$2.47M -9,906 -21%
ACP
268
Aviance Capital Partners
Florida
$8.93M +$179K +718 +2%
Pathstone Holdings
269
Pathstone Holdings
New Jersey
$8.91M -$4.11M -16,447 -31%
PI
270
PGGM Investments
Netherlands
$8.89M
NEI
271
Northwest & Ethical Investments
Ontario, Canada
$8.85M -$612K -2,452 -6%
PKC
272
Palmer Knight Company
Florida
$8.78M -$499 -2 -0%
HFS
273
Hantz Financial Services
Michigan
$8.75M -$355K -1,420 -4%
BFA
274
Benedict Financial Advisors
Georgia
$8.71M -$50.4K -202 -0.6%
CAM
275
Carret Asset Management
New York
$8.71M -$2K -8 -0%

TRV Hedge Fund Activity: Q4 2024 in Review

1,577 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q4 2024, worth a combined $52.4B — up 19% from $44B a quarter earlier.

Buyers outnumbered sellers: 230 funds opened new TRV positions and 90 closed out — a net gain of 140 holders — while 509 added to existing stakes and 548 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $227M. The largest seller was JP Morgan Chase, cutting an estimated $1.07B.

  • 1,577 institutional investors held Travelers Companies (TRV) as of Q4 2024, up from 1,461 in Q3 2024.
  • Funds reported $52.4B of Travelers Companies stock for Q4 2024, up 19% quarter-over-quarter.
  • 230 funds opened new Travelers Companies positions in Q4 2024 and 90 closed out, a net change of +140 holders.
  • The largest Travelers Companies buyer in Q4 2024 was Balyasny Asset Management, an estimated $227M added.
  • The largest Travelers Companies seller in Q4 2024 was JP Morgan Chase, an estimated $1.07B sold.

Based on aggregated 13F filings for Q4 2024.