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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
Creative Planning
176
Creative Planning
Kansas
$21.1M +$730K +2,924 +3%
Baird Financial Group
177
Baird Financial Group
Wisconsin
$20.9M +$107K +428 +0.5%
IMRF
178
Illinois Municipal Retirement Fund
Illinois
$20.9M -$616K -2,468 -3%
RAM
179
Resona Asset Management
Japan
$20.4M -$912K -3,651 -4%
State of New Jersey Common Pension Fund D
180
State of New Jersey Common Pension Fund D
New Jersey
$20.2M
Ensign Peak Advisors
181
Ensign Peak Advisors
Utah
$19.9M -$1.21M -4,838 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
182
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.8M
OAM
183
Oppenheimer Asset Management
New York
$19.4M -$17K -68 -0.1%
Rafferty Asset Management
184
Rafferty Asset Management
New York
$19.3M +$705K +2,822 +4%
APF
185
Alaska Permanent Fund
Alaska
$18.7M
KK
186
KLP Kapitalforvaltning
Norway
$18.7M +$19.4M +77,579 New
PAI
187
Pittenger & Anderson Inc
Nebraska
$18.6M -$9.49K -38 -0%
PI
188
PineBridge Investments
New York
$18.5M +$19.2M +76,905 New
QCM
189
QRG Capital Management
Illinois
$18.5M +$3.58M +14,332 +23%
Capital Fund Management (CFM)
190
Capital Fund Management (CFM)
France
$18.4M +$13.8M +55,313 +261%
JAM
191
Jupiter Asset Management
United Kingdom
$18.2M +$18.9M +75,702 New
Cerity Partners
192
Cerity Partners
New York
$18.1M +$421K +1,685 +2%
MNA
193
Manning & Napier Advisors
New York
$18M -$1.99M -7,968 -10%
MPI
194
Mairs & Power Inc
Minnesota
$17.9M -$818K -3,277 -4%
FAF
195
Fjarde Ap-fonden
Sweden
$17.4M -$1.42M -5,700 -7%
Connor, Clark & Lunn Investment Management (CC&L)
196
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$17M +$16.5M +66,263 +1,577%
KeyBank National Association
197
KeyBank National Association
Ohio
$16.8M -$260K -1,043 -1%
TI
198
Trexquant Investment
Connecticut
$16.5M +$17.1M +68,621 New
TF
199
Talbot Financial
Washington
$16.1M +$421K +1,687 +3%
BS
200
Banco Santander
Spain
$16.1M +$373K +1,494 +2%

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.