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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
GSC
1626
Ground Swell Capital
South Carolina
-$213K -908 Closed
MSFS
1627
Main Street Financial Solutions
Pennsylvania
-$206K -879 Closed
CPW
1628
Crestmont Private Wealth
Texas
-$206K -878 Closed
UAS
1629
United Asset Strategies
New York
-$204K -872 Closed
EA
1630
Emerald Advisors
Washington
-$206K -775 Closed
BCP
1631
Blue Chip Partners
Michigan
-$174K -743 Closed
UFF
1632
USA Financial Formulas
Michigan
-$171K -729 Closed
AA
1633
Alta Advisers
United Kingdom
-$164K -700 Closed
CPA
1634
Capital Performance Advisors
California
-$119K -509 Closed
IAS
1635
IMA Advisory Services
Colorado
-$88.7K -379 Closed
FCM
1636
Fourpath Capital Management
Oklahoma
-$84K -359 Closed
FNWA
1637
Financial Network Wealth Advisors
Utah
-$59.2K -253 Closed
WI
1638
Wintrust Investments
Illinois
-$58K -248 Closed
JIP
1639
Jaffetilchin Investment Partners
Florida
-$52.9K -226 Closed
FAM
1640
Flaharty Asset Management
Florida
-$36.5K -156 Closed
GJWM
1641
Gilliland Jeter Wealth Management
Arkansas
-$33.5K -143 Closed
AWA
1642
Authentikos Wealth Advisory
California
-$26.2K -112 Closed
NFA
1643
Northwest Financial Advisors
Virginia
-$25.8K -110 Closed
OA
1644
Operose Advisors
Wisconsin
-$22.2K -95 Closed
GGI
1645
Godsey & Gibb Inc
Virginia
-$21.1K -90 Closed
HGA
1646
Hobbs Group Advisors
South Carolina
-$18.5K -79 Closed
CTC
1647
Cetera Trust Company
Minnesota
-$15.9K -68 Closed
MWA
1648
MFA Wealth Advisors
Pennsylvania
-$15.2K -65 Closed
WOC
1649
West Oak Capital
California
-$140 -60 Closed
CFG
1650
Copley Financial Group
California
-$13.3K -57 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.