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
CWA
1176
Canvas Wealth Advisors
Kansas
$258K -$13.5K -54 -5%
BBI
1177
Baxter Bros Inc
Connecticut
$258K
CB
1178
Centennial Bank
Arkansas
$257K
MAMG
1179
Milestone Asset Management Group
Connecticut
$257K +$266K +1,066 New
BIAS
1180
Beacon Investment Advisory Services
New Jersey
$257K
KFI
1181
Key Financial Inc
Pennsylvania
$257K
PI
1182
Pettee Investors
Connecticut
$255K
EI
1183
Ellevest Inc
New York
$254K +$19.7K +79 +8%
LT
1184
Legacy Trust
Michigan
$253K -$35.7K -143 -12%
RIG
1185
RiverFront Investment Group
Virginia
$252K +$261K +1,046 New
LJAC
1186
L.J. Altfest & Co
New York
$252K +$1.25K +5 +0.5%
SSWM
1187
Strait & Sound Wealth Management
California
$251K -$46.2K -185 -15%
CWS
1188
Confluence Wealth Services
Pennsylvania
$251K +$36K +144 +16%
JFL
1189
Jarislowsky, Fraser Ltd
Quebec, Canada
$251K -$749 -3 -0.3%
FMLI
1190
Fukoku Mutual Life Insurance
Japan
$250K
FAIM
1191
Financial Advocates Investment Management
Washington
$249K +$14.5K +58 +6%
RCAG
1192
Rehmann Capital Advisory Group
Michigan
$248K +$8.99K +36 +4%
OFS
1193
OneAscent Financial Services
Alabama
$247K +$256K +1,024 New
CBT
1194
Crews Bank & Trust
Florida
$247K +$256K +1,024 New
LBC
1195
Leigh Baldwin & Co
New York
$247K +$256K +1,024 New
HWA
1196
HCR Wealth Advisors
California
$246K
TPI
1197
Trust Point Inc
Wisconsin
$246K -$2.25K -9 -0.9%
MAM
1198
McLean Asset Management
Virginia
$246K +$7.49K +30 +3%
GSWM
1199
Greenup Street Wealth Management
Michigan
$246K -$2.75K -11 -1%
WI
1200
Wedgewood Investors
Pennsylvania
$246K

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.