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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
CIA
551
Choate Investment Advisors
Massachusetts
$1.9M +$44.2K +177 +2%
AA
552
Argent Advisors
Louisiana
$1.89M -$429K -1,717 -18%
EWM
553
Empirical Wealth Management
Washington
$1.88M -$139K -555 -7%
WA
554
WBH Advisory
Maryland
$1.87M -$93.4K -374 -5%
Fayez Sarofim & Co
555
Fayez Sarofim & Co
Texas
$1.85M +$1.92M +7,688 New
OIA
556
OneDigital Investment Advisors
Kansas
$1.85M -$120K -479 -6%
CB
557
Community Bank
New York
$1.84M -$52.2K -209 -3%
MMPW
558
Mitchell McLeod Pugh & Williams
Alabama
$1.83M -$149K -596 -7%
ACM
559
Academy Capital Management
Texas
$1.82M
CCIA
560
Campbell & Co Investment Adviser
Maryland
$1.81M +$1.88M +7,533 New
PA
561
Profund Advisors
Maryland
$1.81M -$88.9K -356 -5%
EWA
562
EP Wealth Advisors
California
$1.81M +$349K +1,397 +23%
KPWS
563
Kestra Private Wealth Services
Texas
$1.81M +$657K +2,633 +54%
BMC
564
Benin Management Corp
Connecticut
$1.81M
EFS
565
Essex Financial Services
Connecticut
$1.79M +$241K +964 +15%
SSWM
566
Smith Salley Wealth Management
North Carolina
$1.75M +$5.74K +23 +0.3%
NMIMC
567
Northwestern Mutual Investment Management Company
Wisconsin
$1.74M -$4K -16 -0.2%
VVP
568
Venture Visionary Partners
Ohio
$1.71M -$22.2K -89 -1%
NAS
569
Nicolet Advisory Services
Wisconsin
$1.71M -$250 -1 -0%
GI
570
GAMMA Investing
California
$1.7M +$199K +797 +13%
SDIC
571
South Dakota Investment Council
South Dakota
$1.69M
PA
572
Parallel Advisors
California
$1.69M +$42.9K +172 +3%
CIC
573
Cornercap Investment Counsel
Georgia
$1.69M -$60.9K -244 -3%
RPI
574
Railway Pension Investments
United Kingdom
$1.69M +$1.75M +7,000 New
GFA
575
Gifford Fong Associates
California
$1.69M

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.