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
DWM
926
Defined Wealth Management
Oregon
$479K +$2.5K +10 +0.5%
NAS
927
NWF Advisory Services
California
$477K +$495K +1,982 New
MA
928
MONECO Advisors
Connecticut
$477K +$7.24K +29 +1%
ACM
929
Advisors Capital Management
New Jersey
$477K +$73.2K +293 +17%
PMSA
930
Patrick M. Sweeney & Associates
Illinois
$476K
SFG
931
Seamount Financial Group
Colorado
$474K -$46.2K -185 -9%
LFG
932
Larson Financial Group
Missouri
$474K -$59.9K -240 -11%
AIM
933
Athena Investment Management
California
$473K
MG
934
Mather Group
Illinois
$472K +$3K +12 +0.6%
WPP
935
Whalerock Point Partners
Rhode Island
$470K
CPIG
936
Chicago Partners Investment Group
Illinois
$468K +$66.4K +266 +16%
MIM
937
Marco Investment Management
Georgia
$468K -$749 -3 -0.2%
NIM
938
Northeast Investment Management
Massachusetts
$468K
FHA
939
Flagship Harbor Advisors
Massachusetts
$467K -$4.99K -20 -1%
BPC
940
Bearing Point Capital
Minnesota
$466K +$483K +1,935 New
OAM
941
Oberweis Asset Management
Illinois
$466K -$12.2K -49 -2%
JFGIW
942
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$462K -$61.7K -247 -12%
SIA
943
Schechter Investment Advisors
Michigan
$462K -$121K -484 -20%
ST
944
Spinnaker Trust
Maine
$459K
FNC
945
First National Corp
Massachusetts
$456K +$1.25K +5 +0.3%
PFBT
946
Parkside Financial Bank & Trust
Missouri
$455K +$21.2K +85 +5%
VC
947
Veracity Capital
Georgia
$455K +$6.74K +27 +1%
LIM
948
Longfellow Investment Management
Massachusetts
$454K -$30K -120 -6%
HIP
949
HUB Investment Partners
Texas
$452K -$46.2K -185 -9%
SWM
950
Stockman Wealth Management
Montana
$449K

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.