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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
LPL Financial
101
LPL Financial
California
$47.6M +$363K +1,455 +0.7%
DK
102
DJE Kapital
Germany
$46.1M +$48M +192,419 New
Point72 Asset Management
103
Point72 Asset Management
Connecticut
$45.9M -$11.1M -44,413 -19%
Asset Management One
104
Asset Management One
Japan
$45.7M -$830K -3,324 -2%
Nomura Asset Management
105
Nomura Asset Management
Japan
$45.2M -$1.66M -6,643 -3%
AFCM
106
Applied Finance Capital Management
Puerto Rico
$45.1M -$407K -1,631 -0.9%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$43.7M +$17.3M +69,284 +62%
CWM
108
CIBC World Markets
New York
$42.7M -$2.89M -11,578 -6%
TAM
109
Trillium Asset Management
Massachusetts
$42.5M -$2.09M -8,371 -5%
Stifel Financial
110
Stifel Financial
Missouri
$42.2M +$629K +2,521 +1%
APG Asset Management
111
APG Asset Management
Netherlands
$41.6M +$30.9M +123,700 +225%
Korea Investment Corp
112
Korea Investment Corp
South Korea
$40M +$540K +2,163 +1%
Corient Private Wealth
113
Corient Private Wealth
Florida
$39.7M -$12.5M -49,908 -23%
EIP
114
Epoch Investment Partners
New York
$39.4M -$1.13M -4,511 -3%
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$39.1M +$551K +2,208 +1%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$38.4M +$6.99M +28,005 +21%
KBC Group
117
KBC Group
Belgium
$38.3M -$295K -1,180 -0.7%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$38.3M +$12M +47,985 +43%
SEI Investments
119
SEI Investments
Pennsylvania
$38M -$4.13M -16,561 -9%
HighTower Advisors
120
HighTower Advisors
Illinois
$37.7M +$8.06M +32,285 +26%
Truist Financial
121
Truist Financial
North Carolina
$37.1M -$18.2K -73 -0%
Pictet Asset Management
122
Pictet Asset Management
Switzerland
$36.8M +$3.37M +13,511 +10%
MG
123
Marex Group
$36.1M
FHA
124
First Horizon Advisors
Tennessee
$35M +$516K +2,068 +1%
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.7M -$219K -876 -0.6%

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.