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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
POIA
1226
Pin Oak Investment Advisors
Texas
$233K
Bank Julius Baer & Co
1227
Bank Julius Baer & Co
Switzerland
$233K +$218K +875 New
SMA
1228
Sage Mountain Advisors
Georgia
$232K +$241K +965 New
TIM
1229
Tortoise Investment Management
New York
$231K +$250 +1 +0.1%
ZIM
1230
Zacks Investment Management
Illinois
$230K +$2.5K +10 +1%
GS
1231
GWN Securities
Florida
$230K +$237K +949 New
CAC
1232
Core Alternative Capital
Georgia
$229K
TW
1233
TritonPoint Wealth
Maryland
$228K +$7.24K +29 +3%
EI
1234
EDMP Inc
Florida
$228K
HI
1235
Humankind Investments
New York
$227K -$32K -128 -12%
BFA
1236
Brendel Financial Advisors
New Hampshire
$227K
VA
1237
Valmark Advisers
Ohio
$226K +$12K +48 +5%
GLA
1238
Good Life Advisors
Pennsylvania
$225K -$185K -740 -44%
PDM
1239
Penn Davis McFarland
Texas
$225K
AW
1240
Alteri Wealth
California
$224K +$232K +930 New
SFO
1241
Stokes Family Office
Louisiana
$224K +$232K +929 New
TNBTD
1242
Trustmark National Bank Trust Department
Mississippi
$224K +$232K +929 New
SA
1243
SRN Advisors
Pennsylvania
$222K +$230K +922 New
MFS
1244
Madrona Financial Services
Washington
$222K +$3K +12 +1%
CFSG
1245
Community Financial Services Group
Vermont
$221K
ST
1246
Somerset Trust
Pennsylvania
$221K +$11.2K +45 +5%
BWM
1247
BNC Wealth Management
Oregon
$221K +$250 +1 +0.1%
OWA
1248
One Wealth Advisors
California
$220K -$6.99K -28 -3%
HCMT
1249
Highland Capital Management (Tennessee)
Tennessee
$220K
MCM
1250
MV Capital Management
Maryland
$220K -$499 -2 -0.2%

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.