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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
Ameriprise
76
Ameriprise
Minnesota
$69.7M -$19.1M -76,469 -21%
Principal Financial Group
77
Principal Financial Group
Iowa
$67.2M -$607K -2,430 -0.9%
LF
78
Lansforsakringar Fondforvaltning
Sweden
$66.9M +$69.3M +277,712 New
Universal-Beteiligungs- und Servicegesellschaft
79
Universal-Beteiligungs- und Servicegesellschaft
Germany
$66.5M +$68.9M +276,017 New
Prudential Financial
80
Prudential Financial
New Jersey
$65M +$28.5M +114,095 +73%
Canada Life
81
Canada Life
Manitoba, Canada
$64.4M -$8.84M -35,390 -12%
AllianceBernstein
82
AllianceBernstein
Tennessee
$63.1M -$1.56M -6,234 -2%
Millennium Management
83
Millennium Management
New York
$62M -$25.2M -101,023 -28%
Assenagon Asset Management
84
Assenagon Asset Management
Luxembourg
$61.9M +$42.9M +172,027 +202%
WP
85
Woodline Partners
California
$60.7M +$62.9M +251,812 New
SAM
86
Storebrand Asset Management
Norway
$60.5M +$79.1K +317 +0.1%
Citigroup
87
Citigroup
New York
$59.2M -$2.88M -11,542 -4%
CIP
88
Cornerstone Investment Partners
Georgia
$59.1M -$7.76M -31,063 -11%
SMDAM
89
Sumitomo Mitsui DS Asset Management
Japan
$58.7M -$1.28M -5,107 -2%
JCM
90
Junto Capital Management
New York
$57.2M +$59.3M +237,549 New
BGIM
91
Brandywine Global Investment Management
Pennsylvania
$53.8M -$4.22M -16,910 -7%
PA
92
Paralel Advisors
Colorado
$53M
SAI
93
Systematic Alpha Investments
New Jersey
$51.8M
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$51.7M -$5.72M -22,905 -10%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$50.4M -$17.9M -71,817 -26%
GLA
96
Great Lakes Advisors
Illinois
$50.1M -$492K -1,970 -0.9%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$49.2M +$1.01M +4,033 +2%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$47.9M -$1.06M -4,263 -2%
ProShare Advisors
99
ProShare Advisors
Maryland
$47.9M +$13.4M +53,529 +37%
Mackenzie Financial
100
Mackenzie Financial
Ontario, Canada
$47.7M -$9.12M -36,537 -16%

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.