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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
CASB
1126
Cape Ann Savings Bank
Massachusetts
$289K
EC
1127
Enhancing Capital
Pennsylvania
$289K +$300K +1,200 New
MIC
1128
Means Investment Company
Maine
$289K
GS
1129
GTS Securities
New York
$288K +$298K +1,194 New
HI
1130
Harbour Investments
Wisconsin
$287K +$9.74K +39 +3%
IRC
1131
Investors Research Corp
Georgia
$286K -$48.2K -193 -14%
CT
1132
Caldwell Trust
Florida
$286K -$499 -2 -0.2%
SS
1133
Sunbelt Securities
Texas
$286K -$22.2K -89 -7%
DOA
1134
D'Orazio & Associates
Virginia
$285K +$296K +1,185 New
CFS
1135
CRA Financial Services
New Jersey
$285K -$7.49K -30 -2%
EARNEST Partners
1136
EARNEST Partners
Georgia
$284K -$8.99K -36 -3%
EW
1137
Evoke Wealth
California
$282K +$293K +1,172 New
RG
1138
Rathbones Group
United Kingdom
$281K
M1FG
1139
Mach-1 Financial Group
Arkansas
$280K
MPWT
1140
MassMutual Private Wealth & Trust
Connecticut
$280K +$150K +601 +107%
DWS
1141
Dynamic Wealth Strategies
California
$280K +$250 +1 +0.1%
SCA
1142
Sippican Capital Advisors
Massachusetts
$280K
WP
1143
Wealthspan Partners
Iowa
$280K
GF
1144
Gries Financial
Ohio
$279K +$52.2K +209 +22%
OBWG
1145
Onyx Bridge Wealth Group
New York
$279K +$250 +1 +0.1%
FWA
1146
Flagship Wealth Advisors
Massachusetts
$278K +$288K +1,154 New
WH
1147
Willner & Heller
California
$277K +$1.25K +5 +0.4%
ACM
1148
Aster Capital Management
United Arab Emirates
$277K -$173K -693 -38%
CFP
1149
Catalyst Financial Partners
Massachusetts
$277K +$8.74K +35 +3%
RWP
1150
Revolve Wealth Partners
New Jersey
$276K +$286K +1,146 New

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.