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
MYIA
951
Mount Yale Investment Advisors
Colorado
$448K +$34K +136 +8%
CWM
952
Cahaba Wealth Management
Georgia
$447K +$749 +3 +0.2%
SA
953
Sylvest Advisors
Texas
$443K +$459K +1,837 New
CVA
954
Central Valley Advisors
California
$441K +$499 +2 +0.1%
HCM
955
Howland Capital Management
Massachusetts
$441K -$117K -467 -20%
PP
956
PDS Planning
Ohio
$439K +$17.7K +71 +4%
MPIA
957
Mountain Pacific Investment Advisers
Idaho
$438K
PAM
958
Peak Asset Management
Colorado
$437K
DCM
959
Donaldson Capital Management
Indiana
$437K -$8.74K -35 -2%
EP
960
Edgestream Partners
New Jersey
$436K -$1.58M -6,343 -78%
BC
961
Bridgefront Capital
Texas
$433K +$449K +1,798 New
CFO
962
Callan Family Office
Pennsylvania
$430K +$446K +1,785 New
ECM
963
Evergreen Capital Management
Washington
$430K -$51.7K -207 -10%
CL
964
CSS LLC
Illinois
$429K +$444K +1,780 New
BAM
965
Blueshift Asset Management
New Jersey
$429K -$484K -1,940 -52%
DWM
966
Drive Wealth Management
Utah
$427K +$3.5K +14 +0.8%
AF
967
Advisornet Financial
Minnesota
$427K +$5.99K +24 +1%
CGL
968
Clarius Group LLC
Washington
$427K -$5.49K -22 -1%
MGIA
969
Moneta Group Investment Advisors
Missouri
$426K +$13K +52 +3%
FAT
970
First American Trust
California
$425K -$37.2K -149 -8%
UH
971
Unigestion Holding
Switzerland
$423K
CWM
972
Cornerstone Wealth Management
Missouri
$423K +$31.7K +127 +8%
DIA
973
Dana Investment Advisors
Wisconsin
$421K -$9.24K -37 -2%
WB
974
WesBanco Bank
West Virginia
$420K -$250K -1,000 -36%
TWPM
975
Total Wealth Planning & Management
Florida
$418K +$433K +1,736 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.