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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
RI
1401
Ridgewood Investments
New Jersey
$58.7K -$9.74K -39 -14%
WWP
1402
WR Wealth Planners
Missouri
$58.5K +$4K +16 +7%
AP
1403
Atwood & Palmer
Missouri
$57.3K
PSB
1404
Piscataqua Savings Bank
New Hampshire
$57.1K
KSB
1405
Kennebec Savings Bank
Maine
$56.9K -$16K -64 -21%
IWM
1406
IMG Wealth Management
Florida
$55.2K +$57.2K +229 New
SIA
1407
Sit Investment Associates
Minnesota
$54K
EDRH
1408
Edmond de Rothschild Holding
Switzerland
$53.2K
M
1409
MOTCO
Texas
$52K -$3.75K -15 -6%
CTA
1410
Colonial Trust Advisors
South Carolina
$50.4K
MA
1411
MCF Advisors
Kentucky
$49.4K +$250 +1 +0.5%
GJIA
1412
Glass Jacobson Investment Advisors
Maryland
$49.4K
PWMG
1413
Private Wealth Management Group
New Jersey
$49.4K
NRG
1414
Nemes Rush Group
Michigan
$49.2K +$4.74K +19 +10%
VC
1415
Vestor Capital
Illinois
$49K +$1.25K +5 +3%
PSFG
1416
Park Square Financial Group
Georgia
$48.9K +$50.7K +203 New
PGAM
1417
Princeton Global Asset Management
New Jersey
$48.7K
KOCAA
1418
Knights of Columbus Asset Advisors
Connecticut
$48.2K
ME
1419
McIlrath & Eck
Washington
$48.2K
PFT
1420
Providence First Trust
Arizona
$48.2K +$49.9K +200 New
QL
1421
Quarry LP
New York
$45.8K +$37.9K +152 +400%
API
1422
Asset Planning Inc
California
$43.7K +$45.2K +181 New
CTB
1423
Country Trust Bank
Illinois
$42.2K
FPB
1424
First PREMIER Bank
South Dakota
$41K
TCM
1425
Tributary Capital Management
Nebraska
$40.7K

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.