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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
IF
1251
Ironwood Financial
Arizona
$219K
DLCIG
1252
D.L. Carlson Investment Group
New Hampshire
$219K +$3.25K +13 +1%
NFP
1253
Narus Financial Partners
Utah
$219K
CIP
1254
Convergence Investment Partners
Florida
$218K -$2.25K -9 -1%
SIC
1255
Salem Investment Counselors
North Carolina
$218K +$11K +44 +5%
FA
1256
Fiduciary Alliance
South Carolina
$218K +$226K +905 New
FFBTD
1257
First Financial Bank - Trust Division
Ohio
$218K -$499 -2 -0.2%
RPGK
1258
Retirement Planning Group (Kansas)
Kansas
$217K +$9.74K +39 +5%
LW
1259
Linscomb Wealth
Texas
$216K
ADIM
1260
Alpha DNA Investment Management
Maryland
$213K -$49.9K -200 -18%
IF
1261
Intrua Financial
Texas
$213K -$147K -590 -40%
GDP
1262
Great Diamond Partners
Maine
$213K -$19K -76 -8%
DWM
1263
Diversify Wealth Management
Utah
$212K +$228K +914 New
CS
1264
Cannell & Spears
New York
$212K +$499 +2 +0.2%
TFF
1265
The Family Firm
Maryland
$211K
MWM
1266
Meridian Wealth Management
Kentucky
$211K +$219K +877 New
OC
1267
Oarsman Capital
Wisconsin
$211K
CFG
1268
Carr Financial Group
Massachusetts
$211K +$250 +1 +0.1%
FBC
1269
Fairfield, Bush & Co
Connecticut
$211K
PFWA
1270
Paces Ferry Wealth Advisors
Georgia
$210K -$4.49K -18 -2%
LAM
1271
L2 Asset Management
Massachusetts
$209K -$9.49K -38 -4%
CRWM
1272
Castle Rock Wealth Management
California
$209K -$20.5K -82 -9%
A
1273
Allianz
Germany
$209K
NW
1274
Naviter Wealth
Arkansas
$209K
PFM
1275
Phillips Financial Management
Indiana
$208K +$216K +865 New

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.