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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
MC
1526
Montag & Caldwell
Georgia
$6.99K +$7.24K +29 New
BAM
1527
Bellevue Asset Management
Washington
$6.99K +$7.24K +29 New
AAG
1528
Accordant Advisory Group
Maryland
$6.75K
CIM
1529
Contravisory Investment Management
Massachusetts
$6.75K +$6.99K +28 New
KTC
1530
Kentucky Trust Company
Kentucky
$6.75K +$6.99K +28 New
AIC
1531
Archer Investment Corporation
Indiana
$6.5K
FIA
1532
FPC Investment Advisory
California
$6.38K +$6.49K +26 New
AW
1533
Avion Wealth
Texas
$6K +$499 +2 +8%
SO
1534
Sierra Ocean
California
$5.8K +$5.99K +24 New
GSWM
1535
Golden State Wealth Management
California
$5.78K +$5.99K +24 New
WAS
1536
Winch Advisory Services
Wisconsin
$5.78K +$5.99K +24 New
ACM
1537
Anfield Capital Management
California
$4.58K
AWM
1538
Accredited Wealth Management
Kentucky
$4.58K +$4.74K +19 New
GWSA
1539
Global Wealth Strategies & Associates
Colorado
$4.34K +$4.49K +18 New
HI
1540
Human Investing
Oregon
$4.1K +$4.24K +17 New
SN
1541
Sittner & Nelson
Oregon
$4.09K +$2.75K +11 +183%
HBW
1542
Hazlett, Burt & Watson
West Virginia
$4K
MCM
1543
MidAtlantic Capital Management
Virginia
$3.61K
TFM
1544
TFC Financial Management
Massachusetts
$3.13K
CPG
1545
Cornerstone Planning Group
New Jersey
$3.01K -$250 -1 -8%
LIS
1546
Legacy Investment Solutions
Idaho
$2.94K +$3K +12 New
LWMI
1547
Legacy Wealth Management (Idaho)
Idaho
$2.94K +$3K +12 New
CWC
1548
Carolinas Wealth Consulting
North Carolina
$2.89K
CWP
1549
Clark Wealth Partners
Illinois
$2.89K +$3K +12 New
PS
1550
PayPay Securities
Japan
$2.65K +$1.5K +6 +120%

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.