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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
NB
1076
NBT Bank
New York
$328K -$25K -100 -7%
GWWM
1077
Great Waters Wealth Management
Minnesota
$327K +$999 +4 +0.3%
OWP
1078
Obermeyer Wealth Partners
Colorado
$324K +$83.1K +333 +33%
FNT
1079
First Nebraska Trust
Nebraska
$324K
SFI
1080
SPC Financial Inc
Maryland
$323K +$27K +108 +9%
GTAM
1081
Global Trust Asset Management
Florida
$321K +$48.9K +196 +17%
SFS
1082
Strategic Financial Services
New York
$321K
FFG
1083
Fiduciary Financial Group
California
$321K -$15.2K -61 -4%
NHT
1084
New Hampshire Trust
New Hampshire
$318K -$8.49K -34 -3%
AC
1085
Avestar Capital
New York
$318K +$37.7K +151 +13%
TW
1086
TrinityPoint Wealth
Connecticut
$317K -$4.24K -17 -1%
OPA
1087
Old Port Advisors
Maine
$317K -$499 -2 -0.2%
SWTS
1088
Stonehaven Wealth & Tax Solutions
Wisconsin
$316K +$327K +1,310 New
VST
1089
Van Strum & Towne
California
$314K
WCM
1090
Windsor Capital Management
Arizona
$314K -$18.2K -73 -5%
NI
1091
NDVR Inc
Massachusetts
$313K +$18.7K +75 +6%
SFC
1092
SYM Financial Corp
Indiana
$313K +$24.7K +99 +8%
PD
1093
Point72 (DIFC)
United Arab Emirates
$313K -$1.08M -4,319 -77%
DAM
1094
Delta Asset Management
Tennessee
$312K
ERIM
1095
Eagle Ridge Investment Management
Connecticut
$311K
AO
1096
Advisor OS
Illinois
$310K -$14.5K -58 -4%
LOPW
1097
Live Oak Private Wealth
North Carolina
$310K
NQWM
1098
Northwest Quadrant Wealth Management
Oregon
$309K -$9.74K -39 -3%
BB
1099
Busey Bank
Illinois
$308K -$26.5K -106 -8%
BIG
1100
Brooklyn Investment Group
New York
$306K +$4K +16 +1%

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.