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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
GHA
151
GW Henssler & Associates
Georgia
$25.5M -$405K -1,623 -1%
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$25.4M -$34.5K -138 -0.1%
Skandinaviska Enskilda Banken (SEB)
153
Skandinaviska Enskilda Banken (SEB)
Sweden
$25.4M +$868K +3,476 +3%
Daiwa Securities Group
154
Daiwa Securities Group
Japan
$25.2M -$232K -931 -0.9%
NMIFOAC
155
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$25.1M
ZIG
156
Zurich Insurance Group
Switzerland
$25.1M +$26M +103,999 New
M&T Bank
157
M&T Bank
New York
$24.9M -$402K -1,610 -2%
Treasurer of the State of North Carolina
158
Treasurer of the State of North Carolina
North Carolina
$24.8M +$115K +460 +0.4%
Vontobel Holding
159
Vontobel Holding
Switzerland
$24M +$7.36M +29,477 +42%
AS
160
Aware Super
Australia
$23.8M +$24.7M +98,883 New
Axa
161
Axa
France
$23.7M -$7.33M -29,343 -23%
Natixis Advisors
162
Natixis Advisors
Massachusetts
$23.7M +$86.6K +347 +0.4%
SGK
163
Steigerwald Gordon & Koch
Virginia
$23.1M -$134K -537 -0.6%
FCI
164
Financial Counselors Inc
Kansas
$23.1M -$692K -2,771 -3%
MAM
165
Martingale Asset Management
Massachusetts
$22.9M -$956K -3,830 -4%
Comerica Bank
166
Comerica Bank
Texas
$22.7M -$328K -1,315 -1%
WorldQuant Millennium Advisors
167
WorldQuant Millennium Advisors
New York
$22.4M +$20.2M +80,944 +663%
BA
168
Bridgewater Associates
Connecticut
$22.3M +$6.44M +25,787 +39%
SJIC
169
St. James Investment Company
Texas
$22.2M -$773K -3,096 -3%
Credit Agricole
170
Credit Agricole
France
$22.1M +$7.04M +28,188 +44%
CFB
171
Cullen/Frost Bankers
Texas
$22.1M -$236K -947 -1%
MSV
172
MN Services Vermogensbeheer
Netherlands
$21.7M +$449K +1,800 +2%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$21.5M -$126K -505 -0.6%
D.E. Shaw & Co
174
D.E. Shaw & Co
New York
$21.4M -$22.2M -88,835 -50%
State of Tennessee, Department of Treasury
175
State of Tennessee, Department of Treasury
Tennessee
$21.1M -$978K -3,919 -4%

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.