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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
HF
401
HRT Financial
New York
$3.93M -$4.54M -18,168 -53%
ACL
402
Applied Capital LLC
Florida
$3.89M -$64.9K -260 -2%
ATC
403
Argent Trust Co
Tennessee
$3.88M -$180K -722 -4%
ADL
404
Asset Dedication LLC
California
$3.86M -$1.27M -5,069 -24%
BMSSC
405
B. Metzler seel. Sohn & Co
Germany
$3.83M +$847K +3,392 +27%
GCM
406
Gunderson Capital Management
South Carolina
$3.82M +$3.96M +15,846 New
KRS
407
Kentucky Retirement Systems
Kentucky
$3.77M -$53.9K -216 -1%
RBC
408
Romano Brothers & Co
Illinois
$3.74M +$3.75K +15 +0.1%
CPC
409
CFC Planning Company
Indiana
$3.73M +$3.86M +15,470 New
CL
410
Choreo LLC
Illinois
$3.73M -$67.2K -269 -2%
SAM
411
Shell Asset Management
Netherlands
$3.72M -$312K -1,250 -7%
SC
412
Slow Capital
California
$3.71M -$174K -696 -4%
PFS
413
Prospera Financial Services
Texas
$3.69M +$2.64M +10,584 +224%
UA
414
Unison Advisors
District of Columbia
$3.69M +$16.5K +66 +0.4%
EFMC
415
Empire Financial Management Company
New York
$3.63M -$279K -1,119 -7%
OAC
416
OMERS Administration Corp
Ontario, Canada
$3.62M -$496K -1,987 -12%
IG
417
ING Group
Netherlands
$3.59M -$385K -1,542 -9%
1SB
418
1ST Source Bank
Indiana
$3.58M -$43.7K -175 -1%
IGAM
419
iA Global Asset Management
Quebec, Canada
$3.57M +$1.76M +7,060 +91%
LC
420
Lincoln Capital
Nebraska
$3.53M -$22.5K -90 -0.6%
SFI
421
Siemens Fonds Invest
Germany
$3.45M +$637K +2,550 +22%
FB
422
Fulton Bank
Pennsylvania
$3.44M -$246K -985 -6%
FMWA
423
Forvis Mazars Wealth Advisors
Missouri
$3.41M -$120K -482 -3%
BAAM
424
Baker Avenue Asset Management
California
$3.41M +$7.24K +29 +0.2%
KWM
425
Kingsview Wealth Management
Oregon
$3.39M +$21K +84 +0.6%

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.