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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
OLVIG
1376
Oliver Lagore Vanvalin Investment Group
Michigan
$77.3K
CA
1377
Continuum Advisory
Idaho
$77.1K -$2.5K -10 -3%
T
1378
Transce3nd
Texas
$77.1K +$79.9K +320 New
BIA
1379
Bell Investment Advisors
California
$75.8K +$2.25K +9 +3%
WA
1380
WPG Advisers
Maryland
$75.6K +$78.4K +314 New
PFSC
1381
Peoples Financial Services Corp
Pennsylvania
$74.4K
CAL
1382
Capital Advisors Ltd
Ohio
$74K
HCP
1383
Hexagon Capital Partners
Arkansas
$72.5K -$15.7K -63 -17%
BSB
1384
Bangor Savings Bank
Maine
$72.4K
MMCM
1385
Murphy & Mullick Capital Management
New York
$71K +$73.7K +295 New
FP
1386
Financial Perspectives
Minnesota
$69.9K
BLC
1387
Brown, Lisle/Cummings
Rhode Island
$69.6K +$72.2K +289 New
CT
1388
Coastline Trust
Rhode Island
$68.7K
YDMI
1389
Y.D. More Investments
Israel
$67.4K +$38.2K +153 +120%
SCM
1390
Silvant Capital Management
Georgia
$67.2K
HFM
1391
Hartford Financial Management
Connecticut
$67K
SIS
1392
Strategic Investment Solutions
Illinois
$66.2K -$749 -3 -1%
Loomis, Sayles & Company
1393
Loomis, Sayles & Company
Massachusetts
$65K +$67.7K +271 New
CA
1394
Crewe Advisors
Utah
$63.6K -$18.5K -74 -22%
TFIPS
1395
Towarzystwo Funduszy Inwestycyjnych PZU SA
$62.6K +$16.2K +65 +33%
MSG
1396
Main Street Group
Virginia
$61.2K
VCM
1397
Versant Capital Management
Arizona
$60.7K +$53.7K +215 +581%
MMG
1398
Monetary Management Group
Missouri
$60.5K
BGA
1399
Battery Global Advisors
Massachusetts
$60.2K
IBOK
1400
Independence Bank of Kentucky
Kentucky
$59.5K -$10.2K -41 -14%

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.