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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
CI
876
Cigna Investments
Connecticut
$558K -$4.99K -20 -0.9%
LI
877
LMCG Investments
Massachusetts
$558K -$104K -415 -15%
LSAG
878
Lake Street Advisors Group
New Hampshire
$555K +$11.5K +46 +2%
LGA
879
Lebenthal Global Advisors
New York
$555K +$358K +1,432 +164%
OCG
880
Opus Capital Group
Ohio
$554K -$59.4K -238 -9%
LIM
881
Leavell Investment Management
Alabama
$553K
SIG
882
Sky Investment Group
Connecticut
$552K -$68.4K -274 -11%
MLL
883
Moody Lynn & Lieberson
Massachusetts
$552K +$1.5K +6 +0.3%
IFG
884
Independent Financial Group
California
$550K +$570K +2,285 New
1IA
885
1620 Investment Advisors
Massachusetts
$547K +$14.2K +57 +3%
CSB
886
City State Bank
Iowa
$546K -$4.99K -20 -0.9%
RWA
887
River Wealth Advisors
Pennsylvania
$544K -$79.9K -320 -12%
APP
888
Avantax Planning Partners
Iowa
$539K +$18.5K +74 +3%
IPW
889
Impact Partnership Wealth
Georgia
$538K +$558K +2,235 New
MADFP
890
Michael A Dubis Financial Planning
Wisconsin
$535K +$555K +2,222 New
BOH
891
Bank of Hawaii
Hawaii
$535K -$51.2K -205 -8%
SGCA
892
Steel Grove Capital Advisors
Tennessee
$534K
TWM
893
Trueblood Wealth Management
Ohio
$531K +$98.9K +396 +22%
SC
894
SouthState Corp
Florida
$530K
SCTC
895
Sanibel Captiva Trust Company
Florida
$529K +$11.7K +47 +2%
OCBCO
896
Oversea-Chinese Banking Corp (OCBC)
Singapore
$524K +$133K +534 +33%
WJWM
897
Williams Jones Wealth Management
New York
$521K -$11.2K -45 -2%
FZCM
898
Flynn Zito Capital Management
New York
$520K
SAM
899
Smartleaf Asset Management
Massachusetts
$518K +$110K +442 +26%
OAM
900
Oxford Asset Management
United Kingdom
$514K +$532K +2,132 New

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.