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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
ST
1201
Sageworth Trust
Pennsylvania
$245K +$4.49K +18 +2%
CC
1202
Callan Capital
California
$245K +$499 +2 +0.2%
BCG
1203
Breakwater Capital Group
New Jersey
$244K -$499 -2 -0.2%
CT
1204
Chicago Trust
Illinois
$243K
MFG
1205
Magnus Financial Group
New York
$242K +$5.49K +22 +2%
TPCM
1206
Templeton & Phillips Capital Management
Tennessee
$242K
NCM
1207
Next Capital Management
New York
$242K
RA
1208
Ruggaard & Associates
Ohio
$242K +$999 +4 +0.4%
QFA
1209
Quantum Financial Advisors
California
$241K
SRA
1210
Secured Retirement Advisors
Minnesota
$241K +$18.7K +75 +8%
FWM
1211
Focused Wealth Management
New York
$241K +$13.5K +54 +6%
MCM
1212
Mill Capital Management
North Carolina
$241K
RWI
1213
Red Wave Investments
Pennsylvania
$241K
SBWIC
1214
Schaper Benz & Wise Investment Counsel
Wisconsin
$241K
FC
1215
Financial Council
Maryland
$239K
BFA
1216
Bragg Financial Advisors
North Carolina
$239K -$11K -44 -4%
PCG
1217
Prosperity Consulting Group
Maryland
$239K +$21K +84 +9%
SWA
1218
SFMG Wealth Advisors
Texas
$238K
GSIS
1219
Global Strategic Investment Solutions
Arizona
$237K
PL
1220
Perpetual Ltd
Australia
$237K
SFG
1221
Sovereign Financial Group
Connecticut
$236K -$1.5K -6 -0.6%
AIP
1222
Arrowpoint Investment Partners
Singapore
$236K +$245K +980 New
NWWA
1223
New Wave Wealth Advisors
Arkansas
$236K -$12.5K -50 -5%
TT
1224
TI-Trust
Illinois
$235K +$1.5K +6 +0.6%
WT
1225
Washington Trust
Rhode Island
$233K -$250 -1 -0.1%

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.