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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
Brown Advisory
276
Brown Advisory
Maryland
$8.71M +$86.6K +347 +1%
SAM
277
Stansberry Asset Management
Texas
$8.7M +$61.7K +247 +0.7%
PWM
278
Perigon Wealth Management
California
$8.58M -$437K -1,752 -5%
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$8.47M +$451K +1,805 +5%
RWM
280
Ritholtz Wealth Management
New York
$8.44M +$204K +818 +2%
PP
281
Prudential plc
United Kingdom
$8.31M -$3.47M -13,897 -29%
YCM
282
Yousif Capital Management
Michigan
$8.26M -$175K -701 -2%
NYLIM
283
New York Life Investment Management
New York
$8.11M -$18K -72 -0.2%
RBI
284
Raiffeisen Bank International
Austria
$8.07M +$8.4M +33,646 New
CA
285
Commerzbank Aktiengesellschaft
Germany
$8.01M +$658K +2,634 +9%
PFSRSONJ
286
Police & Firemen's Retirement System of New Jersey
New Jersey
$8M +$8.3M +33,228 New
CAPTRUST Financial Advisors
287
CAPTRUST Financial Advisors
North Carolina
$7.98M +$470K +1,881 +6%
X
288
Xponance
Pennsylvania
$7.73M -$70.9K -284 -0.9%
OCM
289
Olstein Capital Management
New York
$7.71M
GIA
290
Gateway Investment Advisers
Ohio
$7.68M -$37K -148 -0.5%
NA
291
NewEdge Advisors
Louisiana
$7.61M +$677K +2,710 +9%
William Blair & Company
292
William Blair & Company
Illinois
$7.54M -$237K -948 -3%
VPIM
293
Vanguard Personalized Indexing Management
California
$7.53M +$493K +1,973 +7%
Public Employees Retirement Association of Colorado
294
Public Employees Retirement Association of Colorado
Colorado
$7.53M -$70.9K -284 -0.9%
GAM
295
Gotham Asset Management
New York
$7.39M +$4.24K +17 +0.1%
BP
296
BNP Paribas
France
$7.25M
AAS
297
Avantax Advisory Services
Texas
$6.91M +$397K +1,592 +6%
NAM
298
Nissay Asset Management
Japan
$6.79M -$123K -491 -2%
FFM
299
Fisher Funds Management
New Zealand
$6.7M +$6.97M +27,911 New
DILIC
300
Dai-ichi Life Insurance Company
Japan
$6.65M -$161K -645 -2%

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.