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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
BFO
1026
Boston Family Office
Massachusetts
$367K
MCWS
1027
McKinley Carter Wealth Services
West Virginia
$365K
GCM
1028
G2 Capital Management
Ohio
$365K
SOW
1029
State of Wyoming
Wyoming
$364K +$169K +675 +81%
WIA
1030
World Investment Advisors
California
$364K -$158K -631 -29%
KWA
1031
Kingswood Wealth Advisors
California
$364K -$1.06M -4,257 -74%
WCF
1032
West Coast Financial
California
$364K
CIA
1033
Capital Investment Advisors
Georgia
$363K +$25K +100 +7%
WSC
1034
Wellington Shields & Co
New York
$363K
VI
1035
Versor Investments
New York
$363K -$374K -1,500 -50%
RC
1036
Randolph Company
Ohio
$362K
AIM
1037
Aspen Investment Management
Michigan
$362K -$4.49K -18 -1%
HCM
1038
Howard Capital Management
Georgia
$362K +$18K +72 +5%
SWP
1039
Sagespring Wealth Partners
Tennessee
$361K +$374K +1,499 New
PPWP
1040
Premier Path Wealth Partners
New Jersey
$361K +$3.25K +13 +0.9%
ATFA
1041
All Terrain Financial Advisors
Minnesota
$360K
WA
1042
Wealthstar Advisors
Texas
$359K +$372K +1,491 New
FTC
1043
Farmers Trust Company
Ohio
$357K +$749 +3 +0.2%
MCM
1044
Manchester Capital Management
Vermont
$353K -$6.24K -25 -2%
SB
1045
Simmons Bank
Arkansas
$353K +$25K +100 +7%
DS
1046
DRW Securities
Illinois
$352K +$365K +1,461 New
TIA
1047
Tiemann Investment Advisors
California
$352K
FWM
1048
Fairhaven Wealth Management
Illinois
$351K +$3K +12 +0.8%
BAG
1049
Bridgewealth Advisory Group
California
$350K +$359K +1,439 New
MA
1050
MKT Advisors
California
$349K

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.