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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
S
601
SignatureFD
Georgia
$1.55M -$62.9K -252 -4%
LI
602
LRI Investments
Florida
$1.53M
HAG
603
HighPoint Advisor Group
Illinois
$1.53M +$67.7K +271 +4%
DWA
604
Douglass Winthrop Advisors
New York
$1.52M +$206K +825 +15%
CA
605
Clearstead Advisors
Ohio
$1.51M -$7.49K -30 -0.5%
TPCW
606
TD Private Client Wealth
New York
$1.5M -$85.6K -343 -5%
CC
607
Courier Capital
New York
$1.5M -$26.2K -105 -2%
RBWA
608
RFG - Bristol Wealth Advisors
Massachusetts
$1.5M +$1.56M +6,231 New
AWM
609
Axxcess Wealth Management
California
$1.5M +$221K +886 +17%
CA
610
Claro Advisors
Massachusetts
$1.5M -$55.7K -223 -3%
VDI
611
Vaughan David Investments
Illinois
$1.5M
TMAM
612
Tokio Marine Asset Management
Japan
$1.49M +$50.2K +201 +3%
AF
613
Allworth Financial
California
$1.47M +$392K +1,571 +36%
Squarepoint
614
Squarepoint
New York
$1.47M -$8.46M -33,904 -85%
JSL
615
JT Stratford LLC
Georgia
$1.46M +$12.2K +49 +0.8%
MLA
616
MB, Levis & Associates
Pennsylvania
$1.45M -$3K -12 -0.2%
NSEDCP
617
NJ State Employees Deferred Compensation Plan
New Jersey
$1.43M
DZ Bank
618
DZ Bank
Germany
$1.42M +$454K +1,820 +45%
FDP
619
Financiere des Professionnels
Quebec, Canada
$1.42M
Fidelity International
620
Fidelity International
Bermuda
$1.4M +$789K +3,162 +119%
VA
621
Vident Advisory
Georgia
$1.4M +$197K +791 +16%
ONB
622
Old National Bancorp
Indiana
$1.4M -$69.7K -279 -5%
EWM
623
Elmwood Wealth Management
California
$1.4M +$2.25K +9 +0.2%
QWM
624
Quadcap Wealth Management
Texas
$1.39M -$44.9K -180 -3%
SLI
625
Sumitomo Life Insurance
Japan
$1.39M -$43.4K -174 -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.