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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
IIM
201
INTECH Investment Management
Florida
$16M +$4.29M +17,173 +35%
GF
202
Gabelli Funds
New York
$16M -$99.9K -400 -0.6%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$16M +$16.6M +66,450 New
Los Angeles Capital Management
204
Los Angeles Capital Management
California
$15.9M +$13.6M +54,355 +465%
Calamos Advisors
205
Calamos Advisors
Illinois
$15.9M
SO
206
STRS Ohio
Ohio
$15.8M +$152K +608 +0.9%
ASRS
207
Arizona State Retirement System
Arizona
$15.8M -$67.2K -269 -0.4%
NCM
208
Nearwater Capital Markets
Ireland
$15.7M +$16.2M +65,000 New
VOYA Investment Management
209
VOYA Investment Management
Georgia
$15.2M -$7.5M -30,028 -32%
SCA
210
Stonebridge Capital Advisors
Minnesota
$15.1M -$470K -1,884 -3%
SOMRS
211
State of Michigan Retirement System
Michigan
$14.9M -$99.9K -400 -0.6%
USCWA
212
U.S. Capital Wealth Advisors
Texas
$14.7M -$420K -1,683 -3%
MIM
213
MetLife Investment Management
New Jersey
$14.5M +$209K +838 +1%
DnB Asset Management
214
DnB Asset Management
Norway
$14.3M +$394K +1,579 +3%
GIP
215
Greatmark Investment Partners
Georgia
$14.3M +$384K +1,538 +3%
Public Sector Pension Investment Board (PSP Investments)
216
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.2M +$4.82M +19,292 +49%
SLAM
217
Swiss Life Asset Management
$14.1M +$8.71M +34,903 +148%
Mariner
218
Mariner
Kansas
$14.1M +$2.36M +9,465 +19%
ABTD
219
Arvest Bank Trust Division
Oklahoma
$13.9M -$2.98M -11,930 -17%
CF
220
Corebridge Financial
Texas
$13.9M -$1.62M -6,476 -10%
WT
221
Whittier Trust
California
$13.6M -$19.7K -79 -0.1%
N
222
Natixis
France
$13.3M +$5.59M +22,382 +68%
Handelsbanken Fonder
223
Handelsbanken Fonder
Sweden
$13.3M +$1.81M +7,231 +15%
HNB
224
Huntington National Bank
Ohio
$13.1M -$285K -1,141 -2%
SOADOR
225
State of Alaska Department of Revenue
Alaska
$13M -$2.89M -11,563 -18%

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.