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
HNB
1051
Hilltop National Bank
Wyoming
$349K -$1.75K -7 -0.5%
MWA
1052
Medallion Wealth Advisors
Connecticut
$347K +$327K +1,311 New
AWM
1053
AE Wealth Management
Kansas
$346K +$56.2K +225 +19%
4A
1054
4Wealth Advisors
Illinois
$345K +$358K +1,432 New
JFG
1055
Jefferies Financial Group
New York
$344K -$3.6M -14,415 -91%
MWPCG
1056
Measured Wealth Private Client Group
New Hampshire
$343K +$356K +1,424 New
SF
1057
Summit Financial
New Jersey
$342K -$89.9K -360 -20%
CWM
1058
Calamos Wealth Management
Illinois
$341K +$3.25K +13 +0.9%
KIA
1059
Knollwood Investment Advisory
Maryland
$340K
SCM
1060
Schnieders Capital Management
California
$340K +$352K +1,410 New
Fisher Asset Management
1061
Fisher Asset Management
Washington
$339K +$115K +461 +49%
AA
1062
Advisory Alpha
Michigan
$338K +$351K +1,404 New
AWM
1063
Avior Wealth Management
Nebraska
$337K +$46.2K +185 +15%
WIC
1064
Woodmont Investment Counsel
Tennessee
$336K -$31.2K -125 -8%
FMTC
1065
Farmers & Merchants Trust Company
California
$336K
DJSG
1066
D.J. St. Germain
Massachusetts
$336K +$57.9K +232 +20%
CPIA
1067
Cornell Pochily Investment Advisors
New York
$335K -$27K -108 -7%
DP
1068
Dearborn Partners
Illinois
$334K +$250 +1 +0.1%
HNWA
1069
Henrickson Nauta Wealth Advisors
Michigan
$333K
LAI
1070
Legal Advantage Investments
California
$332K +$94.6K +379 +38%
CAG
1071
Csenge Advisory Group
Florida
$332K -$50.4K -202 -13%
BBA
1072
BLB&B Advisors
Pennsylvania
$331K -$749 -3 -0.2%
CCA
1073
Cobblestone Capital Advisors
New York
$331K
LPT
1074
Legacy Private Trust
Wisconsin
$330K -$58.7K -235 -15%
QC
1075
Quent Capital
New York
$328K +$10.7K +43 +3%

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.