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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
TBA
476
Tower Bridge Advisors
Pennsylvania
$2.61M -$25K -100 -0.9%
FMTCOCP
477
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.59M +$1.75K +7 +0.1%
MGP
478
Metis Global Partners
California
$2.59M -$103K -411 -4%
ET
479
Entropy Technologies
New York
$2.58M +$2.67M +10,702 New
EF
480
Exeter Financial
Arizona
$2.57M +$21.2K +85 +0.8%
LOAMS
481
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.55M +$2.64M +10,591 New
GT
482
Greenleaf Trust
Michigan
$2.53M +$45.7K +183 +2%
MYAM
483
Meiji Yasuda Asset Management
Japan
$2.53M +$116K +465 +5%
HT
484
Headlands Technologies
Illinois
$2.49M +$2.58M +10,347 New
CGH
485
Crossmark Global Holdings
Texas
$2.48M -$723K -2,896 -22%
EOJOAM
486
E. Ohman J:or Asset Management
Sweden
$2.47M +$87.4K +350 +4%
GWM
487
GSB Wealth Management
Connecticut
$2.46M -$21.2K -85 -0.8%
SPC
488
Sigma Planning Corp
Michigan
$2.45M -$125K -502 -5%
AM
489
AGF Management
Ontario, Canada
$2.45M -$993K -3,976 -28%
MA
490
Montag & Associates
Georgia
$2.44M
WPC
491
White Pine Capital
Minnesota
$2.43M -$1.75K -7 -0.1%
NP
492
Nilsine Partners
Colorado
$2.42M -$5.99K -24 -0.2%
EAM
493
Erste Asset Management
Austria
$2.41M +$25K +100 +1%
SC
494
Savoie Capital
Illinois
$2.41M
CNBT
495
Canandaigua National Bank & Trust
New York
$2.4M -$283K -1,135 -10%
PAS
496
Park Avenue Securities
New York
$2.4M +$794K +3,180 +47%
WAS
497
Wesleyan Assurance Society
United Kingdom
$2.35M
TC
498
Taika Capital
Florida
$2.35M +$2.43M +9,738 New
CWM
499
Congress Wealth Management
Massachusetts
$2.35M -$1.12M -4,472 -31%
HA
500
Harfst & Associates
Wyoming
$2.33M +$193K +773 +9%

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.