We are live on ! Find out more
TRV icon

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
WCM
1551
WealthTrak Capital Management
Virginia
$2.65K +$2.75K +11 New
TCM
1552
TD Capital Management
Tennessee
$2.52K +$749 +3 +43%
PP
1553
PFS Partners
New Jersey
$2.41K
PA
1554
PSI Advisors
Florida
$2.41K
STB
1555
S&T Bank
Pennsylvania
$2.41K +$2.5K +10 New
TIM
1556
Thompson Investment Management
Wisconsin
$1.93K
NC
1557
NewSquare Capital
Pennsylvania
$1.93K +$2K +8 New
BIM
1558
Breakwater Investment Management
Washington
$1.69K
CF
1559
Conquis Financial
California
$1.69K +$1.75K +7 New
PWM
1560
Parkworth Wealth Management
California
$1.69K +$1.75K +7 New
AP
1561
Aspect Partners
Virginia
$1.45K -$749 -3 -33%
APW
1562
Aventura Private Wealth
Florida
$1.45K +$1.5K +6 New
NMG
1563
New Millennium Group
Utah
$1.45K +$1.5K +6 New
PWA
1564
Principia Wealth Advisory
Texas
$1.45K +$1.5K +6 New
HWA
1565
HHM Wealth Advisors
Tennessee
$1.21K +$1.25K +5 New
HFS
1566
Horizon Financial Services
North Carolina
$1.2K
CIA
1567
Cape Investment Advisory
Georgia
$1.2K +$1.25K +5 New
WW
1568
Winnow Wealth
Texas
$1.17K +$1.25K +5 New
TCM
1569
Tanaka Capital Management
New York
$1K
MSWA
1570
Marshall & Sterling Wealth Advisors
New York
$968 +$1.25K +5 New
OSNBOA
1571
Old Second National Bank of Aurora
Illinois
$964 +$999 +4 New
NS
1572
NBC Securities
Alabama
$723 -$738K -2,955 -100%
CAM
1573
Creekmur Asset Management
Illinois
$723
CAWM
1574
Capital A Wealth Management
Pennsylvania
$723 +$749 +3 New
WA
1575
WestEnd Advisors
North Carolina
$482

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.