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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
TCM
501
Twin Capital Management
Pennsylvania
$2.33M -$43.9K -176 -2%
DCA
502
DSG Capital Advisors
Minnesota
$2.33M +$2.41M +9,655 New
PCM
503
Parsons Capital Management
Rhode Island
$2.31M
FNT
504
First National Trust
Pennsylvania
$2.31M -$273K -1,095 -10%
LCS
505
Levin Capital Strategies
New York
$2.3M -$25K -100 -1%
FFS
506
Founders Financial Securities
Maryland
$2.27M +$40.9K +164 +2%
ECM
507
Everence Capital Management
Indiana
$2.27M -$52.4K -210 -2%
VAS
508
Vestmark Advisory Solutions
Massachusetts
$2.26M +$151K +604 +7%
WB
509
Webster Bank
Connecticut
$2.25M -$4.84M -19,374 -68%
Two Sigma Advisers
510
Two Sigma Advisers
New York
$2.24M -$18.2M -72,800 -89%
CA
511
Cornerstone Advisors
North Carolina
$2.22M
AF
512
Arrow Financial
New York
$2.22M -$32.7K -131 -1%
AAM
513
Advisors Asset Management
Colorado
$2.22M -$2.3M -9,207 -50%
TI
514
Tidal Investments
Wisconsin
$2.2M +$423K +1,694 +23%
BFG
515
Bleakley Financial Group
New Jersey
$2.2M -$66.7K -267 -3%
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$2.19M -$61.2K -245 -3%
Kovitz Investment Group Partners
517
Kovitz Investment Group Partners
Illinois
$2.17M +$119K +476 +6%
OC
518
Oppenheimer & Co
New York
$2.17M -$68.2K -273 -3%
AEPWM
519
Atlantic Edge Private Wealth Management
Florida
$2.15M +$7.49K +30 +0.3%
ALAM
520
Asahi Life Asset Management
Japan
$2.15M -$107K -427 -5%
WCM
521
Weaver Capital Management
Georgia
$2.15M -$157K -629 -7%
SIG
522
Stonegate Investment Group
Alabama
$2.14M -$33.2K -133 -1%
1832 Asset Management
523
1832 Asset Management
Ontario, Canada
$2.13M -$386K -1,548 -15%
TA
524
Tectonic Advisors
Texas
$2.11M +$11.7K +47 +0.5%
UCFA
525
United Capital Financial Advisors
Texas
$2.1M -$245K -981 -10%

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.