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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
CP
1451
Castleview Partners
Texas
$30.8K +$32K +128 New
KI
1452
Kapitalo Investimentos
Brazil
$29.9K +$31K +124 New
TWD
1453
True Wealth Design
Ohio
$29.2K -$13.2K -53 -30%
PPC
1454
Park Place Capital
Alabama
$28.7K
CSWM
1455
Cassady Schiller Wealth Management
Ohio
$28.4K +$999 +4 +4%
CMA
1456
Cedar Mountain Advisors
Oregon
$27.9K
RAM
1457
Riggs Asset Management
Pennsylvania
$27.6K
YP
1458
YANKCOM Partnership
South Dakota
$27.2K +$28.2K +113 New
CIR
1459
Clear Investment Research
Georgia
$26.8K
NECFA
1460
New England Capital Financial Advisors
Connecticut
$26.5K
PFG
1461
Putney Financial Group
California
$26.5K +$27.5K +110 New
AG
1462
AmeriFlex Group
Nevada
$26K +$26.5K +106 New
LIA
1463
Luken Investment Analytics
Tennessee
$25.5K
AWM
1464
Abound Wealth Management
Tennessee
$25.1K +$250 +1 +1%
RA
1465
Rise Advisors
New York
$24.5K +$250 +1 +1%
WA
1466
Whipplewood Advisors
Colorado
$24.3K +$25.2K +101 New
B
1467
Birchbrook
Maine
$24.1K
PA
1468
Pineridge Advisors
Missouri
$24.1K
TCG
1469
Transcendent Capital Group
Oklahoma
$24.1K
ETS
1470
ESL Trust Services
New York
$24.1K +$25K +100 New
LC
1471
Lavaca Capital
Texas
$24.1K +$25K +100 New
PPA
1472
Painted Porch Advisors
California
$22.4K +$23.2K +93 New
MEG
1473
Millstone Evans Group
Colorado
$22.2K +$23K +92 New
SIS
1474
Sound Income Strategies
Florida
$21.9K +$2.75K +11 +14%
RTL
1475
Red Tortoise LLC
Georgia
$21.8K

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.