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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
SC
1101
Scotia Capital
Ontario, Canada
$306K +$317K +1,270 New
RWP
1102
RWA Wealth Partners
Massachusetts
$305K -$19.5K -78 -6%
IC
1103
Iconiq Capital
California
$305K +$316K +1,266 New
OC
1104
Oakworth Capital
Alabama
$304K -$43.9K -176 -12%
MWS
1105
MFA Wealth Services
California
$304K +$316K +1,264 New
NA
1106
Nestegg Advisors
New York
$302K +$300K +1,202 New
SGC
1107
Slocum, Gordon & Co
Rhode Island
$301K
CSC
1108
Caldwell Sutter Capital
California
$301K +$1.25K +5 +0.4%
SPI
1109
Santori & Peters Inc
Pennsylvania
$298K
PL
1110
Plancorp LLC
Missouri
$298K +$309K +1,236 New
AWA
1111
Arkadios Wealth Advisors
Georgia
$298K -$4.99K -20 -2%
SWM
1112
Segment Wealth Management
Texas
$297K
WE
1113
Wealth Effects
Massachusetts
$296K -$19K -76 -6%
LCM
1114
Liberty Capital Management
Michigan
$296K
EA
1115
Everpar Advisors
Oklahoma
$296K +$20K +80 +7%
MAG
1116
Mayfair Advisory Group
Alabama
$294K +$749 +3 +0.2%
SRC
1117
Sage Rhino Capital
California
$294K -$1.5K -6 -0.5%
LTI
1118
Laffer Tengler Investments
Tennessee
$293K
AMG
1119
Advisors Management Group
Wisconsin
$293K -$7.49K -30 -2%
ASG
1120
Ariston Services Group
California
$292K -$749 -3 -0.2%
HPM
1121
Hudson Portfolio Management
New York
$291K +$61.2K +245 +25%
WA
1122
Wealth Architects
California
$291K -$3.25K -13 -1%
AC
1123
Apella Capital
Connecticut
$291K +$1.25K +5 +0.4%
PP
1124
Patten & Patten
Tennessee
$289K +$47.2K +189 +19%
BIG
1125
Builder Investment Group
Georgia
$289K

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.