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Travelers Companies
TRV

1,444 hedge funds and large institutions have $43.6B invested in Travelers Companies in 2024 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 450 increasing their positions, 512 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 71

20% more funds holding in top 10

Funds holding in top 10: 10 → 12 (+2)

19% more capital invested

Capital invested by funds: $36.7B → $43.6B (+$6.87B)

9% more funds holding

Funds holding: 1,326 → 1,444 (+118)

1.8% less ownership

Funds ownership: 84.67% → 82.88% (-1.8%)

12% less repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 512

12% less call options, than puts

Call options by funds: $173M | Put options by funds: $197M

Holders
1,444
Holders Change
+118
Holders Change %
+8.9%
% of All Funds
20.8%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
205
Increased
450
Reduced
512
Closed
71
Calls
$173M
Puts
$197M
Net Calls
-$23.9M
Net Calls Change
+$22.5M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$675M
2
Barclays
Barclays
United Kingdom
+$198M
3
ZIG
Zurich Insurance Group
Switzerland
+$81.9M
4
PAM
Panagora Asset Management
Massachusetts
+$79.4M
5
Bank of America
Bank of America
North Carolina
+$78.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$816M
2
NI
Nuance Investments
Missouri
-$258M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$247M
4
BlackRock
BlackRock
New York
-$212M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$145M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1151
Centiva Capital
New York
$223K +$207K +969 New
WT
1152
Washington Trust
Rhode Island
$222K +$8.12K +38 +4%
WTB
1153
Washington Trust Bank
Washington
$222K +$206K +966 New
FTWA
1154
Fifth Third Wealth Advisors
Ohio
$222K +$206K +966 New
FFBTD
1155
First Financial Bank - Trust Division
Ohio
$222K +$206K +966 New
TIM
1156
Tortoise Investment Management
New York
$222K – – –
CIC
1157
Crawford Investment Counsel
Georgia
$222K +$206K +963 New
AWM
1158
Aprio Wealth Management
Georgia
$220K +$204K +954 New
CFSG
1159
Community Financial Services Group
Vermont
$219K +$204K +953 New
LCM
1160
Logan Capital Management
Pennsylvania
$219K – – –
CAC
1161
Core Alternative Capital
Georgia
$218K +$40.6K +190 +25%
CFP
1162
Catalyst Financial Partners
Massachusetts
$218K +$225K +1,055 New
EI
1163
EDMP Inc
Florida
$217K +$202K +945 New
CC
1164
Callan Capital
California
$217K +$202K +944 New
PL
1165
Perpetual Ltd
Australia
$217K +$202K +944 New
BFA
1166
Brendel Financial Advisors
New Hampshire
$217K +$202K +944 New
MAM
1167
McLean Asset Management
Virginia
$217K +$207K +969 New
MAM
1168
Mystic Asset Management
Rhode Island
$217K +$201K +942 New
IF
1169
Ironwood Financial
Arizona
$216K +$200K +938 New
WSFS
1170
Wilmington Savings Fund Society
Delaware
$216K +$200K +937 New
FWM
1171
Focused Wealth Management
New York
$215K +$641 +3 +0.3%
PDM
1172
Penn Davis McFarland
Texas
$215K -$87.8K -411 -31%
MFS
1173
Madrona Financial Services
Washington
$214K +$198K +929 New
FFA
1174
Farther Finance Advisors
California
$213K +$31.8K +149 +19%
SRA
1175
Secured Retirement Advisors
Minnesota
$213K +$198K +926 New
45 46
47
48 49

TRV Hedge Fund Activity: Q1 2024 in Review

1,444 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q1 2024, worth a combined $43.6B — up 19% from $36.7B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new TRV positions and 71 closed out — a net gain of 134 holders — while 450 added to existing stakes and 512 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $675M. The largest seller was Morgan Stanley, cutting an estimated $816M.

  • 1,444 institutional investors held Travelers Companies (TRV) as of Q1 2024, up from 1,326 in Q4 2023.
  • Funds reported $43.6B of Travelers Companies stock for Q1 2024, up 19% quarter-over-quarter.
  • 205 funds opened new Travelers Companies positions in Q1 2024 and 71 closed out, a net change of +134 holders.
  • The largest Travelers Companies buyer in Q1 2024 was JP Morgan Chase, an estimated $675M added.
  • The largest Travelers Companies seller in Q1 2024 was Morgan Stanley, an estimated $816M sold.

Based on aggregated 13F filings for Q1 2024.