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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
GVCM
1001
Global View Capital Management
Wisconsin
$394K +$408K +1,634 New
FG
1002
Fiduciary Group
Georgia
$393K
GRP
1003
Global Retirement Partners
California
$392K -$32.5K -130 -7%
FWM
1004
ForthRight Wealth Management
Georgia
$392K -$7.74K -31 -2%
BCM
1005
Brookstone Capital Management
Illinois
$392K +$47.4K +190 +13%
PP
1006
PrairieView Partners
Minnesota
$391K +$18.7K +75 +5%
FFA
1007
Florida Financial Advisors
Florida
$390K -$4.24K -17 -1%
HFM
1008
Harvest Fund Management
China
$389K +$272K +1,088 +206%
NG
1009
Novem Group
New York
$388K +$402K +1,609 New
PJSIMP
1010
P.J. Schmidt Investment Management (PJS)
Wisconsin
$387K
WAP
1011
Wealthcare Advisory Partners
Pennsylvania
$383K +$63.4K +254 +19%
LS
1012
Livforsakringsbolaget Skandia
Sweden
$381K
WFI
1013
West Family Investments
California
$381K -$4.49K -18 -1%
KFS
1014
Kurt F. Somerville
$379K
CT
1015
Colonial Trust
South Carolina
$377K +$25.2K +101 +7%
BHBT
1016
Burke & Herbert Bank & Trust
Virginia
$376K
SQA
1017
Simon Quick Advisors
New Jersey
$374K +$32.5K +130 +9%
DTL
1018
Dynamic Technology Lab
Singapore
$373K -$792K -3,173 -67%
BBNA
1019
Bremer Bank National Association
Minnesota
$371K -$2.5K -10 -0.6%
PCA
1020
Pallas Capital Advisors
Massachusetts
$371K +$28.2K +113 +8%
RG
1021
Renaissance Group
Kentucky
$371K -$7.49K -30 -2%
MCM
1022
Monument Capital Management
Virginia
$370K +$56.4K +226 +17%
SSB
1023
Sandy Spring Bank
Maryland
$369K +$22.2K +89 +6%
BSTWA
1024
Blake Schutter Theil Wealth Advisors
Ohio
$369K
SMC
1025
Smith, Moore & Co
Missouri
$367K -$27.5K -110 -7%

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.