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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
DF
1501
Dunhill Financial
United Kingdom
$12.7K +$5.99K +24 +83%
BWL
1502
Bogart Wealth LLC
Virginia
$12.3K
DFA
1503
DHJJ Financial Advisors
Illinois
$12K
MHR
1504
Matthew Hamilton Rosenberg
$12K
RMP
1505
Richards, Merrill & Peterson
Washington
$12K +$12.5K +50 New
RCM
1506
Raleigh Capital Management
North Carolina
$11.3K -$250 -1 -2%
CWM
1507
Cranbrook Wealth Management
Michigan
$11.1K
AFG
1508
Albion Financial Group
Utah
$11.1K +$1.5K +6 +15%
MAS
1509
MPWM Advisory Solutions
Georgia
$11.1K +$11.5K +46 New
HWP
1510
Highline Wealth Partners
California
$10.8K +$2.25K +9 +25%
CFFP
1511
Center for Financial Planning
Michigan
$10.8K
MTIC
1512
Missouri Trust & Investment Company
Missouri
$10.8K -$1.25K -5 -10%
LFA
1513
Legend Financial Advisors
Pennsylvania
$10.8K +$999 +4 +10%
AAG
1514
Armstrong Advisory Group
Massachusetts
$10.6K
DPW
1515
DiNuzzo Private Wealth
Pennsylvania
$9.39K
RS
1516
Rakuten Securities
Japan
$9.39K +$8.24K +33 +550%
HFS
1517
Hopwood Financial Services
Virginia
$8.43K +$8.74K +35 New
YAL
1518
Your Advocates Ltd
Texas
$8.43K
DCM
1519
Davis Capital Management
Florida
$8.19K
NCM
1520
Northwest Capital Management
Oregon
$8.19K
CAL
1521
Capital Analysts LLC
Pennsylvania
$8K
RWPA
1522
Richard W. Paul & Associates
Michigan
$7.47K
FDCP
1523
Foster Dykema Cabot & Partners
Massachusetts
$7.23K -$20K -80 -73%
JFG
1524
JDM Financial Group
Texas
$7.23K
RWM
1525
Rialto Wealth Management
New York
$7.23K +$7.49K +30 New

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.