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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
ECM
1151
EagleClaw Capital Management
Massachusetts
$276K
MAM
1152
Mystic Asset Management
Rhode Island
$276K +$15.5K +62 +6%
KFGG
1153
Keystone Financial Group (Georgia)
Georgia
$275K +$285K +1,140 New
LFA
1154
Legacy Financial Advisors
Kentucky
$274K +$25.2K +101 +10%
AWA
1155
Aaron Wealth Advisors
Illinois
$272K +$42.2K +169 +18%
CPBTD
1156
Central Pacific Bank - Trust Division
Hawaii
$270K -$24K -96 -8%
JWA
1157
JFS Wealth Advisors
Pennsylvania
$270K
MSA
1158
Marino Stram & Associates
Massachusetts
$269K +$14.2K +57 +5%
CI Investments Inc
1159
CI Investments Inc
Ontario, Canada
$269K -$1.25M -5,010 -82%
CAGAS
1160
Capital Advisory Group Advisory Services
Minnesota
$269K -$4K -16 -1%
SDH
1161
Sloy Dahl & Holst
Washington
$268K
FMII
1162
Farmers & Merchants Investments Inc
Nebraska
$267K
FOA
1163
Five Oceans Advisors
California
$266K -$52.4K -210 -16%
AIM
1164
Anchor Investment Management
South Carolina
$266K -$1.5K -6 -0.5%
BCM
1165
Blume Capital Management
California
$265K
SWA
1166
Stratos Wealth Advisors
Ohio
$265K -$14.5K -58 -5%
ACI
1167
Alpha Cubed Investments
California
$264K +$2K +8 +0.7%
CCA
1168
Childress Capital Advisors
Texas
$263K +$4.24K +17 +2%
FCP
1169
Fidelis Capital Partners
Florida
$263K +$17.2K +69 +7%
SCM
1170
Sterling Capital Management
North Carolina
$261K -$188K -755 -41%
CRC
1171
Curi RMB Capital
Illinois
$261K -$220K -880 -45%
CST
1172
Charles Schwab Trust
Nevada
$260K +$3K +12 +1%
VFA
1173
Voya Financial Advisors
Connecticut
$260K -$3.5K -14 -1%
AWM
1174
Aprio Wealth Management
Georgia
$259K +$25.2K +101 +10%
FAFN
1175
First Affirmative Financial Network
Colorado
$259K -$64.4K -258 -19%

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.