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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
KCM
676
Kathmere Capital Management
Pennsylvania
$1.12M +$133K +532 +13%
CSS
677
Cubist Systematic Strategies
Connecticut
$1.11M +$1.15M +4,626 New
GP
678
Guardian Partners
Canada
$1.11M +$1.14M +4,561 New
AFA
679
AA Financial Advisors
Ohio
$1.1M +$81.6K +327 +8%
VEA
680
Virtus ETF Advisers
New York
$1.1M +$105K +422 +10%
HSA
681
HBK Sorce Advisory
Pennsylvania
$1.1M -$19.2K -77 -2%
USB
682
Union Savings Bank
Connecticut
$1.09M -$45.2K -181 -4%
PT
683
Plimoth Trust
Massachusetts
$1.09M +$59.4K +238 +6%
IAMOG
684
Investors Asset Management of Georgia
Georgia
$1.09M
SPI
685
Sutton Place Investors
New York
$1.09M +$1.75K +7 +0.2%
SAM
686
Silvercrest Asset Management
New York
$1.08M -$31.2K -125 -3%
FFM
687
Forum Financial Management
Illinois
$1.06M +$26.7K +107 +2%
BIM
688
Bridges Investment Management
Nebraska
$1.05M -$1.75K -7 -0.2%
Jones Financial Companies
689
Jones Financial Companies
Missouri
$1.05M +$325K +1,300 +42%
ET
690
Equitable Trust
Tennessee
$1.05M -$499 -2 -0%
Capstone Investment Advisors
691
Capstone Investment Advisors
New York
$1.05M +$789K +3,159 +263%
MYLI
692
Meiji Yasuda Life Insurance
Japan
$1.05M +$9.99K +40 +0.9%
B
693
Bailard
California
$1.05M +$25K +100 +2%
VT
694
Vise Technologies
New York
$1.05M +$478K +1,916 +79%
SG
695
Somerset Group
Minnesota
$1.04M
BCP
696
Berkeley Capital Partners
Georgia
$1.03M +$1.07M +4,270 New
SYBT
697
Stock Yards Bank & Trust
Kentucky
$1.03M +$26.2K +105 +3%
LC
698
Lindbrook Capital
California
$1.02M +$55.4K +222 +6%
WPA
699
West Paces Advisors
Georgia
$1.02M -$4.99K -20 -0.5%
PAM
700
Paradigm Asset Management
New York
$1.01M -$874K -3,500 -45%

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.