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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$6.75B +$250 +1 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.21B +$29.2M +117,108 +0.5%
BlackRock
3
BlackRock
New York
$4.78B +$126M +503,599 +3%
State Street
4
State Street
Massachusetts
$3.8B +$49.2M +197,078 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.44B +$57.2M +229,160 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.78B -$1.07B -4,271,722 -37%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.45B -$184M -736,605 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.27B +$45.5M +182,270 +4%
Morgan Stanley
9
Morgan Stanley
New York
$1.07B +$66M +264,233 +6%
ClearBridge Investments
10
ClearBridge Investments
New York
$992M -$24.6M -98,353 -2%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$904M +$17.5M +70,036 +2%
Bank of America
12
Bank of America
North Carolina
$845M -$27.4M -109,684 -3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$814M +$60.8M +243,484 +8%
Northern Trust
14
Northern Trust
Illinois
$802M +$91M +364,379 +12%
UBS AM
15
UBS AM
Illinois
$653M +$72.8M +291,506 +12%
Norges Bank
16
Norges Bank
Norway
$561M -$80.3M -321,664 -12%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$426M -$57.1M -228,836 -11%
Legal & General Group
18
Legal & General Group
United Kingdom
$422M -$19.5M -78,295 -4%
UBS Group
19
UBS Group
Switzerland
$415M +$6.41M +25,656 +2%
Goldman Sachs
20
Goldman Sachs
New York
$372M +$46.5M +186,372 +14%
Charles Schwab
21
Charles Schwab
California
$367M +$6.52M +26,117 +2%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$361M +$227M +907,266 +154%
Invesco
23
Invesco
Georgia
$346M +$26M +104,293 +8%
Barclays
24
Barclays
United Kingdom
$300M +$10.6M +42,490 +4%
Boston Partners
25
Boston Partners
Massachusetts
$297M -$1.71M -6,866 -0.6%

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.