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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
CI
126
Conning Inc
Connecticut
$34.6M -$4.72M -18,907 -12%
Royal London Asset Management
127
Royal London Asset Management
United Kingdom
$34.6M -$28.5K -114 -0.1%
Jane Street
128
Jane Street
New York
$34M +$14.9M +59,719 +73%
Franklin Resources
129
Franklin Resources
California
$33.9M +$1.24M +4,970 +4%
DB
130
Danske Bank
Denmark
$33.5M +$3.16M +12,673 +10%
Aviva
131
Aviva
United Kingdom
$33.1M -$33.1M -132,621 -49%
AT
132
AMF Tjänstepension
Sweden
$31.6M +$15.1M +60,655 +86%
BAMF
133
BI Asset Management Fondsmaeglerselskab
Denmark
$31.4M +$32.5M +130,235 New
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$30.7M -$1.83M -7,340 -5%
Swedbank
135
Swedbank
Sweden
$30M +$199K +799 +0.6%
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$29.4M +$1.96M +7,832 +7%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$29M -$1.37M -5,483 -4%
Adage Capital Partners
138
Adage Capital Partners
Massachusetts
$28.9M +$30M +120,113 New
Chevy Chase Trust
139
Chevy Chase Trust
Maryland
$28.8M -$764K -3,062 -2%
LIP
140
Lighthouse Investment Partners
Florida
$28.7M +$27.9M +111,604 +1,483%
Caisse de Depot et Placement du Quebec (CDPQ)
141
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$28.6M -$63.8M -255,623 -68%
UB
142
UMB Bank
Missouri
$27M -$770K -3,085 -3%
BSA
143
Braun Stacey Associates
New York
$27M +$86.9K +348 +0.3%
TC
144
TwinBeech Capital
New York
$26.9M +$26.8M +107,478 +2,486%
O
145
Ossiam
France
$26.9M +$25.9M +103,744 +1,298%
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$26.7M +$2.43M +9,729 +10%
Victory Capital Management
147
Victory Capital Management
Texas
$26.5M -$444K -1,778 -2%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.2M -$1.77M -7,088 -6%
Dodge & Cox
149
Dodge & Cox
California
$26.1M -$1.09M -4,382 -4%
Kayne Anderson Rudnick Investment Management
150
Kayne Anderson Rudnick Investment Management
California
$25.6M -$179K -718 -0.7%

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.