We are live on ! Find out more
TRV icon

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
HI
451
Horizon Investments
North Carolina
$2.93M +$51.2K +205 +2%
GIP
452
Granite Investment Partners
California
$2.93M +$47.4K +190 +2%
NW
453
NewEdge Wealth
Pennsylvania
$2.9M +$147K +587 +5%
DADC
454
D.A. Davidson & Co
Montana
$2.89M -$38.7K -155 -1%
GC
455
Globeflex Capital
California
$2.89M +$3M +12,000 New
Man Group
456
Man Group
United Kingdom
$2.89M -$5.92M -23,706 -66%
CWM
457
Compass Wealth Management
Connecticut
$2.89M
AIM
458
Acropolis Investment Management
Missouri
$2.88M -$25K -100 -0.8%
LAM
459
LECAP Asset Management
United Kingdom
$2.86M +$2.97M +11,889 New
ASN
460
Advisory Services Network
Georgia
$2.85M -$65.7K -263 -2%
SFA
461
Sequoia Financial Advisors
Ohio
$2.84M +$361K +1,446 +14%
WSFS
462
Wilmington Savings Fund Society
Delaware
$2.83M +$616K +2,468 +27%
BC
463
Burney Company
Virginia
$2.81M +$47.2K +189 +2%
NI
464
Natural Investments
California
$2.78M +$2.89M +11,558 New
KA
465
Kintegral Advisory
New York
$2.77M -$134K -535 -4%
OAM
466
Ostrum Asset Management
France
$2.77M -$118K -473 -4%
SI
467
Stephens Inc
Arkansas
$2.74M +$125K +499 +5%
ACIM
468
Azimuth Capital Investment Management
Michigan
$2.7M -$232K -930 -8%
NIM
469
NEOS Investment Management
Connecticut
$2.69M +$620K +2,483 +29%
PFPT
470
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.69M -$20.5K -82 -0.7%
TC
471
TownSquare Capital
Utah
$2.68M +$362K +1,451 +15%
PCA
472
Peddock Capital Advisors
Massachusetts
$2.65M +$14.7K +59 +0.5%
EWM
473
Evercore Wealth Management
New York
$2.63M +$2.25K +9 +0.1%
GAM
474
Groupama Asset Management
France
$2.62M +$1.23M +4,917 +82%
NMERB
475
New Mexico Educational Retirement Board
New Mexico
$2.62M -$74.9K -300 -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.