Travelers Companies
1,462 hedge funds and large institutions have $44B invested in Travelers Companies in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 464 increasing their positions, 517 reducing their positions, and 96 closing their positions.
79% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 96
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
20% more call options, than puts
Call options by funds: $172M | Put options by funds: $144M
14% more capital invested
Capital invested by funds: $38.7B → $44B (+$5.28B)
4% more funds holding
Funds holding: 1,403 → 1,462 (+59)
0.08% less ownership
Funds ownership: 83.24% → 83.16% (-0.08%)
10% less repeat investments, than reductions
Existing positions increased: 464 | Existing positions reduced: 517
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$346M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$203M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$130M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$114M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$388M |
| 2 |
BlackRock
New York
|
-$188M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$97.8M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$96.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$73M |
TRV Hedge Fund Activity: Q3 2024 in Review
1,462 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q3 2024, worth a combined $44B — up 14% from $38.7B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new TRV positions and 96 closed out — a net gain of 76 holders — while 464 added to existing stakes and 517 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $346M. The largest seller was JP Morgan Chase, cutting an estimated $388M.
- 1,462 institutional investors held Travelers Companies (TRV) as of Q3 2024, up from 1,403 in Q2 2024.
- Funds reported $44B of Travelers Companies stock for Q3 2024, up 14% quarter-over-quarter.
- 172 funds opened new Travelers Companies positions in Q3 2024 and 96 closed out, a net change of +76 holders.
- The largest Travelers Companies buyer in Q3 2024 was Fidelity Investments, an estimated $346M added.
- The largest Travelers Companies seller in Q3 2024 was JP Morgan Chase, an estimated $388M sold.
Based on aggregated 13F filings for Q3 2024.