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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
FPAS
626
Focus Partners Advisor Solutions
Missouri
$1.38M +$558K +2,236 +64%
FT
627
Fiduciary Trust
Massachusetts
$1.38M +$351K +1,404 +32%
IFWM
628
Institute for Wealth Management
Colorado
$1.35M -$14K -56 -1%
AI
629
Arvest Investments
Arkansas
$1.35M -$2.36M -9,452 -63%
HWM
630
HighMark Wealth Management
Minnesota
$1.34M +$6.99K +28 +0.5%
SW
631
SlateStone Wealth
Florida
$1.33M +$39.2K +157 +3%
GLR
632
Great Lakes Retirement
Ohio
$1.33M +$45.4K +182 +3%
PWC
633
PYA Waltman Capital
Tennessee
$1.32M +$8.49K +34 +0.6%
TCOV
634
Trust Company of Vermont
Vermont
$1.32M -$38.4K -154 -3%
FLPIM
635
F.L. Putnam Investment Management
Massachusetts
$1.32M -$24.5K -98 -2%
FNBT
636
FineMark National Bank & Trust
Florida
$1.32M -$2.75K -11 -0.2%
VSQM
637
V-Square Quantitative Management
Illinois
$1.31M +$21.5K +86 +2%
HCA
638
Harbor Capital Advisors
Illinois
$1.31M +$15K +60 +1%
NWAG
639
Net Worth Advisory Group
Utah
$1.3M +$17K +68 +1%
TWC
640
TD Waterhouse Canada
Ontario, Canada
$1.3M +$442K +1,772 +49%
PIM
641
Plato Investment Management
Australia
$1.3M
IWA
642
IBEX Wealth Advisors
New Jersey
$1.28M +$1.33M +5,318 New
HTC
643
Haverford Trust Company
Pennsylvania
$1.28M -$10.2K -41 -0.8%
RC
644
Roundview Capital
New Jersey
$1.27M
PG
645
Prostatis Group
Maryland
$1.27M -$13.7K -55 -1%
AG
646
Ascent Group
Virginia
$1.27M +$113K +451 +9%
PTC
647
Private Trust Company
Ohio
$1.26M -$47.2K -189 -3%
WA
648
Wealth Alliance
New York
$1.23M +$15K +60 +1%
BCM
649
Barden Capital Management
Texas
$1.23M +$1.28M +5,112 New
TAM
650
Tocqueville Asset Management
New York
$1.23M

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.