Travelers Companies
1,582 hedge funds and large institutions have $45.6B invested in Travelers Companies in 2024 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 509 increasing their positions, 549 reducing their positions, and 90 closing their positions.
157% more first-time investments, than exits
New positions opened: 231 | Existing positions closed: 90
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
8% more funds holding
Funds holding: 1,465 → 1,582 (+117)
8% more call options, than puts
Call options by funds: $109M | Put options by funds: $101M
4% more capital invested
Capital invested by funds: $44B → $45.6B (+$1.63B)
0.56% more ownership
Funds ownership: 82.93% → 83.5% (+0.56%)
7% less repeat investments, than reductions
Existing positions increased: 509 | Existing positions reduced: 549
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$227M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$168M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$147M |
| 4 |
BlackRock
New York
|
+$126M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.07B |
| 2 |
Lido Advisors
Los Angeles,
California
|
-$229M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$184M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$112M |
| 5 |
Amundi
Paris,
France
|
-$81.2M |
TRV Hedge Fund Activity: Q4 2024 in Review
1,582 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q4 2024, worth a combined $45.6B — up 3.7% from $44B a quarter earlier.
Buyers outnumbered sellers: 231 funds opened new TRV positions and 90 closed out — a net gain of 141 holders — while 509 added to existing stakes and 549 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $227M. The largest seller was JP Morgan Chase, cutting an estimated $1.07B.
- 1,582 institutional investors held Travelers Companies (TRV) as of Q4 2024, up from 1,465 in Q3 2024.
- Funds reported $45.6B of Travelers Companies stock for Q4 2024, up 3.7% quarter-over-quarter.
- 231 funds opened new Travelers Companies positions in Q4 2024 and 90 closed out, a net change of +141 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.