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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
FGP
976
Freestone Grove Partners
California
$417K +$432K +1,730 New
SEA
977
Stegent Equity Advisors
Texas
$416K -$5.74K -23 -1%
RSWM
978
Robertson Stephens Wealth Management
California
$416K +$31.7K +127 +8%
PBC
979
Pavion Blue Capital
California
$415K
EWM
980
Evermay Wealth Management
Virginia
$414K
SI
981
Severin Investments
Missouri
$413K +$428K +1,714 New
PCIA
982
Prime Capital Investment Advisors
Kansas
$412K +$5.99K +24 +1%
NRS
983
Neville Rodie & Shaw
New York
$410K
MBTD
984
Mechanics Bank - Trust Department
California
$410K
BL
985
BFSG LLC
California
$409K -$9.99K -40 -2%
UF
986
Univest Financial
Pennsylvania
$408K
BWM
987
Baron Wealth Management
Michigan
$408K +$78.1K +313 +23%
BMCM
988
Bryn Mawr Capital Management
Pennsylvania
$408K +$30K +120 +8%
NL
989
NWAM LLC
Washington
$407K -$14.2K -57 -3%
CCG
990
Catalina Capital Group
California
$406K +$24.2K +97 +6%
DWM
991
Destination Wealth Management
California
$405K -$999 -4 -0.2%
UAG
992
United Advisor Group
Ohio
$403K +$83.9K +336 +25%
SAM
993
Sawgrass Asset Management
Florida
$402K -$28K -112 -6%
BHWM
994
Bar Harbor Wealth Management
New Hampshire
$399K -$2K -8 -0.5%
GEA
995
Glen Eagle Advisors
New Jersey
$399K
PCP
996
Proficio Capital Partners
Massachusetts
$399K +$413K +1,655 New
GSEP
997
Golden State Equity Partners
California
$397K +$250K +1,001 +155%
TNB
998
Thomasville National Bank
Georgia
$397K -$5.74K -23 -1%
CNTOF
999
Canandaigua National Trust of Florida
New York
$395K -$2K -8 -0.5%
AWA
1000
AGH Wealth Advisors
Kansas
$394K +$408K +1,635 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.