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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
EF
351
Empowered Funds
Pennsylvania
$4.88M +$2.5M +10,006 +97%
RHIG
352
R.H. Investment Group
Arizona
$4.87M +$5.05M +20,211 New
SAIG
353
Semper Augustus Investments Group
Colorado
$4.86M
AI
354
Atria Investments
North Carolina
$4.85M -$179K -715 -3%
GPTE
355
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.85M
RCM
356
RNC Capital Management
California
$4.8M -$521K -2,085 -9%
TI
357
tru Independence
Oregon
$4.79M -$2.69M -10,764 -35%
SIA
358
SGL Investment Advisors
Montana
$4.79M +$107K +430 +2%
AIM
359
Achmea Investment Management
Netherlands
$4.77M +$248K +993 +5%
NB
360
Norinchukin Bank
Japan
$4.77M -$21.5K -86 -0.4%
QCM
361
Quantinno Capital Management
New York
$4.73M +$1.6M +6,397 +48%
FWCM
362
Ferguson Wellman Capital Management
Oregon
$4.69M -$70.4K -282 -1%
OPERF
363
Oregon Public Employees Retirement Fund
Oregon
$4.68M -$17.5K -70 -0.4%
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$4.67M -$37.4K -150 -0.8%
NB
365
Northwest Bancshares
Pennsylvania
$4.66M -$842K -3,372 -15%
AF
366
Avanza Fonder
Sweden
$4.64M +$4.81M +19,255 New
ECA
367
Elevate Capital Advisors
Colorado
$4.63M +$4.8M +19,209 New
YIH
368
Y-Intercept (HK)
Hong Kong
$4.61M +$3.76M +15,045 +366%
SC
369
Sawyer & Company
Massachusetts
$4.58M -$592K -2,371 -11%
BCI
370
Brinker Capital Investments
Pennsylvania
$4.49M +$128K +514 +3%
OPS
371
Orion Portfolio Solutions
Nebraska
$4.49M +$128K +514 +3%
SWM
372
Spire Wealth Management
Virginia
$4.48M +$5.15M +20,615 +377%
TSW
373
Thompson Siegel & Walmsley
Virginia
$4.44M -$886K -3,549 -16%
SBIA
374
Sheaff Brock Investment Advisors
Indiana
$4.41M -$42.2K -169 -0.9%
VIM
375
Vinva Investment Management
Australia
$4.38M +$1.39M +5,573 +44%

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.