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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
GKIM
1426
GW&K Investment Management
Massachusetts
$40K +$12.2K +49 +43%
FDW
1427
Fourth Dimension Wealth
Ohio
$39.7K +$41.2K +165 New
SIC
1428
SJS Investment Consulting
Ohio
$39.5K -$1.5K -6 -4%
PWA
1429
Physician Wealth Advisors
Utah
$39.3K +$40.7K +163 New
DSC
1430
Duncker Streett & Co
Missouri
$38.8K +$3K +12 +8%
WWM
1431
Wolff Wiese Magana
California
$38.5K
FCAS
1432
First Command Advisory Services
Texas
$38.1K
WIM
1433
Westside Investment Management
California
$36.6K
AT
1434
Arlington Trust
Alabama
$36.6K
GIM
1435
Generali Investments Management
Slovenia
$36.6K +$37.9K +152 New
PFA
1436
Pathway Financial Advisers
Indiana
$36.4K
ANBT
1437
American National Bank & Trust
Texas
$36.1K -$2.5K -10 -6%
FIM
1438
FWL Investment Management
Texas
$36.1K
NA
1439
Nordwand Advisors
Pennsylvania
$36.1K
WSCM
1440
Wellington Shields Capital Management
New York
$36.1K
TAM
1441
Tucker Asset Management
Colorado
$35.9K
FFO
1442
Fortitude Family Office
Arizona
$34.9K +$2.25K +9 +7%
TC
1443
Trust Company
Kansas
$34.7K
BFPW
1444
BOK Financial Private Wealth
Colorado
$34.4K +$999 +4 +3%
NSIM
1445
North Star Investment Management
Illinois
$34.4K -$3.5K -14 -9%
ACA
1446
American Capital Advisory
Idaho
$34.2K
LWANC
1447
Laurel Wealth Advisors (North Carolina)
North Carolina
$33.2K
WTFG
1448
Wood Tarver Financial Group
Idaho
$33K +$34.2K +137 New
BCMLT
1449
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.3K +$250 +1 +0.8%
WBC
1450
West Branch Capital
Massachusetts
$31.1K

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.