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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
MIC
376
Meridian Investment Counsel
California
$4.38M -$446K -1,788 -9%
GIBU
377
Gulf International Bank (UK)
United Kingdom
$4.35M -$50.9K -204 -1%
Wellington Management Group
378
Wellington Management Group
Massachusetts
$4.32M +$613K +2,456 +16%
CA
379
Cullinan Associates
Kentucky
$4.3M -$651K -2,608 -13%
PA
380
Procyon Advisors
Connecticut
$4.28M +$186K +745 +4%
Renaissance Technologies
381
Renaissance Technologies
New York
$4.28M -$4.89M -19,600 -52%
Fifth Third Bancorp
382
Fifth Third Bancorp
Ohio
$4.28M -$525K -2,101 -11%
Thrivent Financial for Lutherans
383
Thrivent Financial for Lutherans
Minnesota
$4.27M +$80.6K +323 +2%
UM
384
UniSuper Management
Australia
$4.22M +$595K +2,383 +16%
MMA
385
Miracle Mile Advisors
California
$4.21M +$136K +545 +3%
LDB
386
Lee, Danner & Bass
Tennessee
$4.2M -$22.5K -90 -0.5%
AWS
387
Atria Wealth Solutions
New York
$4.16M +$89.1K +357 +2%
LG
388
Leuthold Group
Minnesota
$4.1M -$155K -622 -4%
Envestnet Portfolio Solutions
389
Envestnet Portfolio Solutions
Illinois
$4.1M -$27.7K -111 -0.6%
Wealthfront Advisers
390
Wealthfront Advisers
California
$4.09M +$152K +610 +4%
Allspring Global Investments
391
Allspring Global Investments
North Carolina
$4.08M +$72.9K +292 +2%
TRSOTSOK
392
Teachers Retirement System of the State of Kentucky
Kentucky
$4.07M -$100K -401 -2%
VWM
393
Valley Wealth Managers
New Jersey
$4.07M -$597K -2,393 -12%
PWP
394
Principle Wealth Partners
Connecticut
$4.06M -$31.2K -125 -0.7%
NAAA
395
New Age Alpha Advisors
New York
$4.06M +$4.21M +16,869 New
SPG
396
Strategic Planning Group
Utah
$4.06M +$145K +582 +4%
GI
397
GLOBALT Investments
Georgia
$4.03M -$61.9K -248 -1%
Focus Partners Wealth
398
Focus Partners Wealth
Massachusetts
$3.96M +$617K +2,470 +18%
Bessemer Group
399
Bessemer Group
New Jersey
$3.95M -$63.7K -255 -2%
OPCM
400
Osborne Partners Capital Management
California
$3.95M -$39.9K -160 -1%

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.