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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
TSS
1601
Two Sigma Securities
New York
-$623K -2,659 Closed
MSCM
1602
McElhenny Sheffield Capital Management
Texas
-$541K -2,310 Closed
STA
1603
Summit Trail Advisors
New York
-$540K -2,305 Closed
DAS
1604
Diversify Advisory Services
Utah
-$527K -2,032 Closed
CF
1605
Clarity Financial
Texas
-$455K -1,945 Closed
MM
1606
MQS Management
New York
-$453K -1,935 Closed
OTPPB
1607
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$405K -1,729 Closed
EBSAM
1608
Eubel Brady & Suttman Asset Management
Ohio
-$378K -1,615 Closed
NCFG
1609
New Century Financial Group
New Jersey
-$373K -1,592 Closed
NRD
1610
Nebula Research & Development
New York
-$367K -1,568 Closed
DFCM
1611
Dark Forest Capital Management
Puerto Rico
-$340K -1,453 Closed
MPM
1612
MBB Public Markets
Illinois
-$337K -1,440 Closed
PBO
1613
Peoples Bank (Ohio)
Ohio
-$297K -1,270 Closed
EB
1614
Exchange Bank
California
-$286K -1,223 Closed
CFM
1615
Catalyst Funds Management
Australia
-$281K -1,200 Closed
MIS
1616
Morningstar Investment Services
Illinois
-$258K -1,091 Closed
PWPS
1617
Pinnacle Wealth Planning Services
Ohio
-$248K -1,060 Closed
WBC
1618
Westpac Banking Corp
Australia
-$245K -1,047 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1619
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$242K -1,032 Closed
HOWA
1620
Heritage Oak Wealth Advisors
Florida
-$241K -1,029 Closed
LA
1621
Legacy Advisors
Pennsylvania
-$232K -993 Closed
CAM
1622
CPA Asset Management
Florida
-$227K -970 Closed
WG
1623
Winton Group
United Kingdom
-$226K -964 Closed
CAM
1624
CenterStar Asset Management
Illinois
-$225K -962 Closed
CFA
1625
Cahill Financial Advisors
Minnesota
-$213K -908 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.