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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
GIA
651
Guyasuta Investment Advisors
Pennsylvania
$1.23M -$4.24K -17 -0.3%
JIC
652
Joel Isaacson & Co
New York
$1.23M +$475K +1,901 +60%
JIC
653
Johnson Investment Counsel
Ohio
$1.22M +$9.49K +38 +0.8%
VFA
654
Valeo Financial Advisors
Indiana
$1.22M +$6.99K +28 +0.6%
GWP
655
Gen-Wealth Partners
Michigan
$1.22M -$57.4K -230 -4%
MAS
656
Meeder Advisory Services
Ohio
$1.22M +$53.4K +214 +4%
MFG
657
Merit Financial Group
Georgia
$1.21M +$297K +1,189 +31%
TCOT
658
Trust Company of Toledo
Ohio
$1.21M
BTI
659
Blue Trust Inc
Georgia
$1.2M -$15K -60 -1%
HDIM
660
Hanson & Doremus Investment Management
Vermont
$1.2M +$145K +580 +13%
JWCA
661
J.W. Cole Advisors
Florida
$1.19M +$3K +12 +0.2%
CCM
662
Coldstream Capital Management
Washington
$1.19M -$20.5K -82 -2%
AAF
663
Andra AP-fonden
Sweden
$1.18M -$2.9M -11,600 -70%
PWA
664
Providence Wealth Advisors
Illinois
$1.17M +$6.99K +28 +0.6%
KRSITF
665
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.17M +$1.53M +6,145 +91%
ACA
666
Aptus Capital Advisors
Alabama
$1.16M +$158K +632 +15%
TFA
667
Transamerica Financial Advisors
Florida
$1.16M -$101K -404 -8%
BFM
668
Boston Financial Management
Massachusetts
$1.16M +$1.5K +6 +0.1%
Lazard Asset Management
669
Lazard Asset Management
New York
$1.15M +$407K +1,632 +52%
GT
670
Glenview Trust
Kentucky
$1.15M -$2.25K -9 -0.2%
BFA
671
Beaumont Financial Advisors
Massachusetts
$1.14M +$4.24K +17 +0.4%
DWT
672
Dorsey & Whitney Trust
South Dakota
$1.14M +$18.5K +74 +2%
TBT
673
Texas Bank & Trust
Texas
$1.14M +$1.18M +4,727 New
NHC
674
Nicholas Hoffman & Company
Georgia
$1.13M +$499 +2 +0%
KIM
675
Kestra Investment Management
Texas
$1.13M -$111K -445 -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.