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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
JSW
1301
Journey Strategic Wealth
New Jersey
$203K +$210K +842 New
OP
1302
ORG Partners
Indiana
$203K +$115K +459 +120%
FAG
1303
Fortitude Advisory Group
Washington
$202K +$210K +840 New
TFP
1304
Tilia Fiduciary Partners
North Carolina
$202K -$5.74K -23 -3%
WQ
1305
Wealth Quarterback
New Jersey
$202K -$31.2K -125 -13%
VCM
1306
Voleon Capital Management
California
$201K +$209K +836 New
BFO
1307
Biltmore Family Office
North Carolina
$201K +$208K +834 New
PFA
1308
Pure Financial Advisors
California
$200K +$208K +832 New
VNA
1309
Valley National Advisers
Pennsylvania
$199K
MSWM
1310
Mowery & Schoenfeld Wealth Management
Illinois
$194K +$29.7K +119 +17%
LCM
1311
Logan Capital Management
Pennsylvania
$193K -$37.4K -150 -16%
AGWCA
1312
Annis Gardner Whiting Capital Advisors
Florida
$192K +$499 +2 +0.3%
CB
1313
CNB Bank
Pennsylvania
$191K
AA
1314
Addison Advisors
Vermont
$187K -$6.24K -25 -3%
GM
1315
GeoWealth Management
Illinois
$187K -$23K -92 -11%
VWM
1316
Vermillion Wealth Management
Minnesota
$183K +$190K +761 New
TF
1317
Tompkins Financial
New York
$183K
CNBTD
1318
Citizens National Bank Trust Department
Mississippi
$181K
BBHC
1319
Brown Brothers Harriman & Co
New York
$179K +$45.7K +183 +33%
FMB
1320
Field & Main Bank
Kentucky
$179K
LWCFA
1321
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$176K
EWA
1322
EverSource Wealth Advisors
Alabama
$173K +$11.7K +47 +7%
FC
1323
Fairscale Capital
New Hampshire
$164K
CYG
1324
Clean Yield Group
Vermont
$162K
SFGP
1325
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$161K +$167K +670 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.