We are live on ! Find out more
TRV icon

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
CBA
826
Coastal Bridge Advisors
Connecticut
$648K -$80.9K -324 -11%
TAM
827
Trust Asset Management
Texas
$647K
DWP
828
Daymark Wealth Partners
Ohio
$645K +$27K +108 +0.1%
CHAM
829
Clear Harbor Asset Management
Connecticut
$637K +$5.49K +22 +0.8%
FRM
830
Foundation Resource Management
Arkansas
$636K -$6.24K -25 -0.9%
WF
831
Welch & Forbes
Massachusetts
$632K +$999 +4 +0.2%
SWM
832
Sugarloaf Wealth Management
Georgia
$631K
FFA
833
Farther Finance Advisors
California
$631K +$23.5K +94 +4%
CIBC World Market
834
CIBC World Market
Ontario, Canada
$628K -$31.5M -126,269 -98%
STCOSD
835
Sageworth Trust Company of South Dakota
South Dakota
$628K -$71.2K -285 -10%
Legacy Financial Group (Iowa)
836
Legacy Financial Group (Iowa)
Iowa
$628K +$651K +2,606 New
CAM
837
Cozad Asset Management
Illinois
$628K
SFS
838
Stiles Financial Services
Minnesota
$627K -$13.2K -53 -2%
Empower Advisory Group
839
Empower Advisory Group
Colorado
$626K +$103K +414 +19%
BHPW
840
Beverly Hills Private Wealth
California
$625K -$16.2K -65 -2%
IPW
841
Inlet Private Wealth
Florida
$624K -$150K -600 -19%
OFS
842
Orrstown Financial Services
Pennsylvania
$624K -$24K -96 -4%
CAM
843
Cidel Asset Management
Ontario, Canada
$623K -$39.7K -159 -6%
BTW
844
Boston Trust Walden
Massachusetts
$623K
FSA
845
Franklin Street Advisors
North Carolina
$621K
FRM
846
Fox Run Management
Connecticut
$618K +$641K +2,566 New
WS
847
Wedbush Securities
California
$618K +$96.9K +388 +18%
FNBSF
848
First National Bank Sioux Falls
South Dakota
$614K
WPC
849
Wedmont Private Capital
Pennsylvania
$613K +$52.7K +211 +9%
GC
850
Grimes & Company
Massachusetts
$612K +$23.7K +95 +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.