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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
VBFP
1276
Valtinson Bruner Financial Planning
Minnesota
$208K
CRI
1277
Colonial River Investments
Virginia
$208K +$215K +863 New
ECG
1278
Edge Capital Group
Georgia
$208K +$215K +863 New
SNBOSD
1279
Security National Bank of So Dak
Iowa
$207K -$2.5K -10 -1%
PK
1280
Pflug Koory
Nebraska
$207K
BF
1281
bLong Financial
Tennessee
$207K +$215K +860 New
BW
1282
Bison Wealth
Georgia
$207K -$158K -633 -42%
FFP
1283
Freedom Financial Partners
Minnesota
$207K +$214K +859 New
SIM
1284
Sentry Investment Management
Wisconsin
$206K -$34.7K -139 -14%
LPAM
1285
Lodestar Private Asset Management
California
$206K -$6.24K -25 -3%
FWTB
1286
First Western Trust Bank
Colorado
$206K +$213K +854 New
SAG
1287
SageView Advisory Group
California
$205K +$212K +851 New
ATS
1288
Ashton Thomas Securities
New York
$205K +$45.2K +181 +27%
Fiera Capital (Canada)
1289
Fiera Capital (Canada)
Quebec, Canada
$205K +$212K +851 New
AC
1290
AlphaCore Capital
California
$205K +$212K +850 New
TWM
1291
Thrive Wealth Management
Pennsylvania
$205K +$212K +850 New
RWP
1292
Ridgecrest Wealth Partners
California
$205K -$304K -1,216 -59%
KP
1293
Keel Point
Alabama
$204K +$211K +846 New
Walleye Capital
1294
Walleye Capital
New York
$204K -$223K -895 -51%
FCT
1295
First Community Trust
Iowa
$204K
PCS
1296
Personal CFO Solutions
New Jersey
$204K -$5.74K -23 -3%
SWP
1297
Strategic Wealth Partners
Ohio
$203K +$209K +836 New
HWM
1298
Horizons Wealth Management
North Carolina
$203K
GFPC
1299
Global Financial Private Client
Florida
$203K +$2.25K +9 +1%
RC
1300
Rovin Capital
Arizona
$203K +$211K +844 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.