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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
HIMCH
426
Hartford Investment Management Co (HIMCO)
Connecticut
$3.39M -$102K -408 -3%
CG
427
Caprock Group
Idaho
$3.36M +$3.48M +13,946 New
GAM
428
Generali Asset Management
Italy
$3.3M +$3.42M +13,717 New
MCM
429
MAI Capital Management
Ohio
$3.3M +$186K +747 +6%
HWM
430
HB Wealth Management
Georgia
$3.27M +$431K +1,728 +15%
HW
431
Hancock Whitney
Mississippi
$3.25M -$2K -8 -0.1%
SW
432
SteelPeak Wealth
California
$3.22M +$2.16M +8,636 +182%
RPC
433
Rossmore Private Capital
Connecticut
$3.22M -$1.5K -6 -0%
ERIC
434
Eagle Rock Investment Company
Georgia
$3.21M -$754K -3,021 -18%
FDCDDQ
435
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.21M +$344K +1,379 +12%
GAMC
436
Garner Asset Management Corp
Texas
$3.17M +$61.4K +246 +2%
IA
437
IFP Advisors
Florida
$3.16M +$2.23M +8,925 +213%
DT
438
Diversified Trust
Tennessee
$3.15M -$591K -2,366 -15%
IWA
439
Icon Wealth Advisors
Texas
$3.15M +$276K +1,105 +9%
HWAM
440
Hennion & Walsh Asset Management
New Jersey
$3.13M -$165K -659 -5%
CIC
441
Carnegie Investment Counsel
Ohio
$3.11M -$17K -68 -0.5%
WBWA
442
William B. Walkup & Associates
South Carolina
$3.07M -$12.5K -50 -0.4%
BP
443
Ballentine Partners
Massachusetts
$3.05M +$585K +2,345 +23%
Barrow, Hanley, Mewhinney & Strauss
444
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.01M
FWP
445
FAS Wealth Partners
Kansas
$2.97M +$80.6K +323 +3%
P
446
&Partners
Tennessee
$2.96M +$1.12M +4,468 +58%
SC
447
Savant Capital
Illinois
$2.94M +$24.2K +97 +0.8%
MSRPS
448
Maryland State Retirement & Pension System
Maryland
$2.94M -$213K -855 -7%
LSERS
449
Louisiana State Employees Retirement System
Louisiana
$2.94M -$150K -600 -5%
SAM
450
Securian Asset Management
Minnesota
$2.93M -$103K -414 -3%

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.