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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
CWM
801
Connecticut Wealth Management
Connecticut
$694K -$87.1K -349 -11%
WP
802
WMS Partners
Maryland
$693K +$16.5K +66 +2%
FFM
803
Fullerton Fund Management
Singapore
$692K -$89.1K -357 -11%
GWANC
804
Guardian Wealth Advisors (North Carolina)
North Carolina
$690K +$34.7K +139 +5%
BONH
805
Bank of New Hampshire
New Hampshire
$689K
WCM
806
Weik Capital Management
Pennsylvania
$687K -$15.7K -63 -2%
GCP
807
GSA Capital Partners
United Kingdom
$682K +$274K +1,099 +63%
NVIM
808
New Vernon Investment Management
Illinois
$681K -$2.88M -11,520 -79%
SWP
809
Stratos Wealth Partners
Ohio
$675K +$41.7K +167 +6%
LSV Asset Management
810
LSV Asset Management
Illinois
$674K +$699K +2,800 New
UCB
811
United Community Bank
South Carolina
$674K -$22K -88 -3%
RTC
812
Real Talk Capital
Tennessee
$672K +$697K +2,790 New
AFG
813
Atomi Financial Group
New York
$671K +$85.6K +343 +14%
BAM
814
Brave Asset Management
New Jersey
$670K
TVM
815
True Vision MN
Minnesota
$669K -$16.7K -67 -2%
PCM
816
Penserra Capital Management
California
$667K +$105K +421 +18%
MMM
817
Mendel Money Management
Illinois
$665K -$13.2K -53 -2%
BWP
818
Baldwin Wealth Partners
Massachusetts
$665K -$1.75K -7 -0.3%
LA
819
LVW Advisors
New York
$663K -$250 -1 -0%
SC
820
Syon Capital
California
$663K -$28.2K -113 -4%
SW
821
SkyOak Wealth
Michigan
$655K +$1.5K +6 +0.2%
AIP
822
Ameritas Investment Partners
Nebraska
$653K -$24.2K -97 -3%
IAS
823
Insigneo Advisory Services
Florida
$650K -$31K -124 -4%
ABC
824
Associated Banc-Corp
Wisconsin
$649K
GVAG
825
Great Valley Advisor Group
Delaware
$649K -$28K -112 -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.