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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
Tudor Investment Corp
301
Tudor Investment Corp
Connecticut
$6.65M +$6.89M +27,604 New
Wolverine Trading
302
Wolverine Trading
Illinois
$6.65M +$6.69M +26,804 +2,975%
MOACM
303
Mutual of America Capital Management
New York
$6.55M -$218K -872 -3%
MAM
304
Milestone Asset Management
Pennsylvania
$6.54M +$2.06M +8,270 +44%
PAM
305
Palisade Asset Management
Minnesota
$6.5M +$65.7K +263 +1%
KL
306
KWMG LLC
Kansas
$6.47M -$276K -1,105 -4%
ACM
307
Aquatic Capital Management
Illinois
$6.46M +$6.7M +26,836 New
CCT
308
Capital City Trust
Florida
$6.43M -$14.5K -58 -0.2%
IMCOOI
309
Investment Management Corp of Ontario (IMCO)
Canada
$6.4M +$344K +1,379 +5%
TAIM
310
Te Ahumairangi Investment Management
New Zealand
$6.32M -$969K -3,881 -13%
Pacer Advisors
311
Pacer Advisors
Pennsylvania
$6.28M +$2.29M +9,178 +54%
PAMG
312
Patton Albertson Miller Group
Tennessee
$6.25M -$648K -2,597 -9%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$6.14M +$286K +1,147 +5%
VCA
314
Verdence Capital Advisors
Maryland
$6.09M +$91.4K +366 +1%
CS
315
Candriam SCA
Luxembourg
$6.08M +$33K +132 +0.5%
PGFC
316
Peapack-Gladstone Financial Corp
New Jersey
$6.02M -$134K -538 -2%
GCM
317
Garland Capital Management
Washington
$5.98M -$469K -1,880 -7%
A
318
AustralianSuper
Australia
$5.91M +$6.12M +24,519 New
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$5.82M +$184K +735 +3%
FCH
320
Freestone Capital Holdings
Washington
$5.8M +$41.2K +165 +0.7%
Cambridge Investment Research Advisors
321
Cambridge Investment Research Advisors
Iowa
$5.79M -$111K -446 -2%
PAG
322
Private Advisor Group
New Jersey
$5.69M -$109K -435 -2%
CCT
323
Chemung Canal Trust
New York
$5.69M -$32.5K -130 -0.5%
PIM
324
Penobscot Investment Management
Massachusetts
$5.66M -$24.7K -99 -0.4%
TRCT
325
Tower Research Capital (TRC)
New York
$5.6M -$2.49M -9,967 -30%

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.