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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
PCH
51
Polar Capital Holdings
United Kingdom
$123M -$2.5M -10,000 -2%
National Pension Service
52
National Pension Service
South Korea
$122M -$42.2M -168,977 -25%
Mitsubishi UFJ Asset Management
53
Mitsubishi UFJ Asset Management
Japan
$116M +$7.32M +29,301 +7%
Verition Fund Management
54
Verition Fund Management
Connecticut
$107M +$40.8M +163,609 +58%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$106M -$66.1M -264,949 -38%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$104M -$2.19M -8,766 -2%
Robeco Institutional Asset Management
57
Robeco Institutional Asset Management
Netherlands
$102M +$14M +56,075 +15%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$97.3M +$2.65M +10,618 +3%
EIC
59
Equity Investment Corp
Georgia
$95.6M -$1.42M -5,668 -1%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$92.4M -$19.4M -77,830 -17%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$92.3M -$3.71M -14,854 -4%
American Century Companies
62
American Century Companies
Missouri
$90.9M +$5.29M +21,194 +6%
Citadel Advisors
63
Citadel Advisors
Florida
$88.2M +$75.6M +302,776 +479%
Aberdeen Group
64
Aberdeen Group
United Kingdom
$87.2M -$3.49M -13,960 -4%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$86.9M -$3.58M -14,350 -4%
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$84.9M -$59.9M -239,750 -40%
First Trust Advisors
67
First Trust Advisors
Illinois
$83.5M -$7.28M -29,147 -8%
BNP Paribas Asset Management
68
BNP Paribas Asset Management
France
$82.8M +$26.9M +107,601 +46%
Teacher Retirement System of Texas
69
Teacher Retirement System of Texas
Texas
$80.5M +$49.8M +199,340 +148%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$79.8M -$2.14M -8,576 -3%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$76M -$499K -2,000 -0.6%
DekaBank Deutsche Girozentrale
72
DekaBank Deutsche Girozentrale
Germany
$74.9M
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
$74M +$55M +220,467 +254%
TD Asset Management
74
TD Asset Management
Ontario, Canada
$70M +$5.01M +20,068 +7%
PAM
75
Panagora Asset Management
Massachusetts
$70M -$16.6M -66,300 -19%

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.