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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
AWM
1576
Activest Wealth Management
Florida
$482 +$499 +2 New
SC
1577
Stance Capital
Massachusetts
$241 +$250 +1 New
Voloridge Investment Management
1578
Voloridge Investment Management
Florida
-$33.4M -142,664 Closed
SPS
1579
Susquehanna Portfolio Strategies
Pennsylvania
-$21.5M -91,845 Closed
FTDI
1580
First Trust Direct Indexing
Massachusetts
-$3.04M -12,964 Closed
DFA
1581
Delta Financial Advisors
Louisiana
-$2.86M -12,211 Closed
SF
1582
Symphony Financial
Texas
-$399K -11,831 Closed
AWM
1583
Accurate Wealth Management
Florida
-$2.81M -11,647 Closed
PE
1584
Point72 Europe
United Kingdom
-$2.48M -10,600 Closed
KB
1585
Kimelman & Baird
New York
-$2M -8,536 Closed
JF
1586
Jump Financial
Illinois
-$1.96M -8,381 Closed
PP
1587
Paloma Partners
Connecticut
-$1.51M -6,460 Closed
SEC
1588
Seven Eight Capital
New York
-$1.42M -6,046 Closed
BCM
1589
Bayesian Capital Management
New York
-$1.39M -5,931 Closed
MC
1590
Machina Capital
France
-$1.33M -5,665 Closed
DAS
1591
Dynamic Advisor Solutions
Arizona
-$1.32M -5,657 Closed
APM
1592
Advanced Portfolio Management
New York
-$1.17M -4,999 Closed
NC
1593
nVerses Capital
Florida
-$983K -4,200 Closed
AHB
1594
Abner Herrman & Brock
New Jersey
-$947K -4,046 Closed
DEA
1595
DoubleLine ETF Adviser
Florida
-$853K -3,645 Closed
WA
1596
Win Advisors
Florida
-$819K -3,499 Closed
CNB
1597
Camden National Bank
Maine
-$766K -3,271 Closed
GWMR
1598
GC Wealth Management RIA
Massachusetts
-$702K -2,999 Closed
CAC
1599
Cowen and Company
New York
-$642K -2,741 Closed
RI
1600
Rinkey Investments
California
-$626K -2,675 Closed

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.