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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
JC
726
JB Capital
Connecticut
$921K +$2.5K +10 +0.3%
AAIS
727
ABN AMRO Investment Solutions
$919K -$33.7K -135 -3%
BFS
728
Bard Financial Services
Connecticut
$909K
HNW
729
High Note Wealth
Minnesota
$907K +$250 +1 +0%
ANTB
730
AMG National Trust Bank
Colorado
$905K -$29.7K -119 -3%
SW
731
SVB Wealth
Massachusetts
$904K +$936K +3,751 New
EAM
732
Empirical Asset Management
Massachusetts
$903K +$271K +1,086 +7%
ST
733
Smithfield Trust
Pennsylvania
$902K +$9.74K +39 +1%
KCM
734
Kanawha Capital Management
Virginia
$896K
RYIA
735
Roehl & Yi Investment Advisors
Oregon
$892K +$924K +3,702 New
CPCPP
736
Canada Post Corporation Pension Plan
Canada
$889K +$922K +3,691 New
LCWP
737
Legacy Capital Wealth Partners
Arkansas
$889K -$30K -120 -3%
MAM
738
MWA Asset Management
Massachusetts
$888K +$1.5K +6 +0.2%
BBA
739
Baader Bank Aktiengesellschaft
Germany
$880K +$659K +2,640 +261%
RIL
740
Rothschild Investment LLC
Illinois
$875K +$5.24K +21 +0.6%
AWM
741
Aries Wealth Management
Maine
$871K +$239K +956 +36%
CIA
742
Concurrent Investment Advisors
Florida
$868K +$19.2K +77 +2%
CBUSF
743
Construction & Building Unions Superannuation Fund
Australia
$867K +$899K +3,600 New
VHAM
744
Van Hulzen Asset Management
California
$866K
PI
745
PFG Investments
New York
$862K +$6.24K +25 +0.7%
APIM
746
Agate Pass Investment Management
Washington
$861K +$893K +3,575 New
BWAM
747
Boyd Watterson Asset Management
Ohio
$852K
BFG
748
Berger Financial Group
Minnesota
$849K -$26.2K -105 -3%
ACM
749
Aljian Capital Management
Nevada
$844K +$2K +8 +0.2%
WANY
750
Wealthspire Advisors (New York)
New York
$843K +$35.5K +142 +4%

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.