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Travelers Companies
TRV

1,402 hedge funds and large institutions have $38.7B invested in Travelers Companies in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 508 increasing their positions, 483 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 508 | Existing positions reduced: 483

0.36% more ownership

Funds ownership: 82.88% → 83.24% (+0.36%)

3% less funds holding

Funds holding: 1,443 → 1,402 (-41)

11% less capital invested

Capital invested by funds: $43.6B → $38.7B (-$4.87B)

14% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 133

40% less call options, than puts

Call options by funds: $111M | Put options by funds: $183M

42% less funds holding in top 10

Funds holding in top 10: 12 → 7 (-5)

Holders
1,402
Holders Change
-41
Holders Change %
-2.84%
% of All Funds
20.25%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.1%
New
114
Increased
508
Reduced
483
Closed
133
Calls
$111M
Puts
$183M
Net Calls
-$72.5M
Net Calls Change
-$48.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$365M
2
UBS AM
UBS AM
Illinois
+$169M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$146M
4
Norges Bank
Norges Bank
Norway
+$144M
5
BlackRock
BlackRock
New York
+$134M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$343M
2
Barclays
Barclays
United Kingdom
-$236M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$116M
4
ZIG
Zurich Insurance Group
Switzerland
-$88.2M
5
Man Group
Man Group
United Kingdom
-$81.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
DP
1376
Denver PWM
Colorado
$2.44K +$2.58K +12 New
CPG
1377
Cornerstone Planning Group
New Jersey
$2.29K +$215 +1 +10%
CPA
1378
Clear Point Advisors
New York
$2.21K – – –
ECM
1379
Everence Capital Management
Indiana
$2.04K – – –
PP
1380
PFS Partners
New Jersey
$2.03K – – –
VAMG
1381
Voisard Asset Management Group
Michigan
$2.03K – – –
PA
1382
PSI Advisors
Florida
$2.03K – – –
FRA
1383
Front Row Advisors
California
$1.83K – – –
FW
1384
Fairway Wealth
Ohio
$1.83K +$1.94K +9 New
TIM
1385
Thompson Investment Management
Wisconsin
$1.63K – – –
TCM
1386
TD Capital Management
Tennessee
$1.5K -$215 -1 -13%
BIM
1387
Breakwater Investment Management
Washington
$1.42K – – –
Twin Tree Management
1388
Twin Tree Management
Texas
$1.22K -$6.45K -30 -83%
AP
1389
Aspect Partners
Virginia
$1.22K -$1.5K -7 -54%
SN
1390
Sittner & Nelson
Oregon
$1.22K – – –
HFS
1391
Horizon Financial Services
North Carolina
$1.02K – – –
TCM
1392
Tanaka Capital Management
New York
$1K – – –
CP
1393
Camelot Portfolios
Ohio
$813 +$860 +4 New
CAS
1394
Coppell Advisory Solutions
Texas
$610 +$645 +3 New
CAM
1395
Creekmur Asset Management
Illinois
$610 +$645 +3 New
HI
1396
Hoey Investments
Pennsylvania
$407 +$430 +2 New
PO
1397
Private Ocean
California
$407 +$430 +2 New
PPA
1398
Painted Porch Advisors
California
$317 +$430 +2 New
RS
1399
Rakuten Securities
Japan
$203 -$215 -1 -50%
IGWM
1400
ICA Group Wealth Management
Colorado
$203 – – –
54 55
56
57 58

TRV Hedge Fund Activity: Q2 2024 in Review

1,402 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q2 2024, worth a combined $38.7B — down 11% from $43.6B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TRV and 114 opened new positions — a net loss of 19 holders — while 483 trimmed existing stakes and 508 added.

The largest buyer was JP Morgan Chase, adding an estimated $365M. The largest seller was T. Rowe Price Associates, cutting an estimated $343M.

  • 1,402 institutional investors held Travelers Companies (TRV) as of Q2 2024, down from 1,443 in Q1 2024.
  • Funds reported $38.7B of Travelers Companies stock for Q2 2024, down 11% quarter-over-quarter.
  • 114 funds opened new Travelers Companies positions in Q2 2024 and 133 closed out, a net change of -19 holders.
  • The largest Travelers Companies buyer in Q2 2024 was JP Morgan Chase, an estimated $365M added.
  • The largest Travelers Companies seller in Q2 2024 was T. Rowe Price Associates, an estimated $343M sold.

Based on aggregated 13F filings for Q2 2024.