We are live on ! Find out more
TRV icon

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
HWP
1401
Highline Wealth Partners
California
$6.21K – – –
SFCL
1402
Strengthening Families & Communities LLC
Massachusetts
$6K – – –
AW
1403
Avion Wealth
Texas
$6K +$1.28K +6 +30%
PS
1404
PayPay Securities
Japan
$5.29K -$1.28K -6 -21%
Parallax Volatility Advisers
1405
Parallax Volatility Advisers
California
$4.83K -$2.56K -12 -36%
MCM
1406
MidAtlantic Capital Management
Virginia
$3.45K – – –
RWA
1407
Redmont Wealth Advisors
Illinois
$3.45K +$3.21K +15 New
TFM
1408
TFC Financial Management
Massachusetts
$3.22K +$214 +1 +8%
PCM
1409
Palouse Capital Management
Washington
$3.22K +$2.99K +14 New
MIM
1410
Macroview Investment Management
Maryland
$3.08K – – –
AP
1411
Aspect Partners
Virginia
$2.99K +$1.5K +7 +117%
EC
1412
EntryPoint Capital
New York
$2.99K +$2.78K +13 New
CPA
1413
Clear Point Advisors
New York
$2.48K – – –
CWC
1414
Carolinas Wealth Consulting
North Carolina
$2.3K +$1.71K +8 +400%
PP
1415
PFS Partners
New Jersey
$2.3K – – –
VAMG
1416
Voisard Asset Management Group
Michigan
$2.3K +$2.14K +10 New
GI
1417
Gradient Investments
Minnesota
$2.3K -$46.4K -217 -96%
PA
1418
PSI Advisors
Florida
$2.3K – – –
ECM
1419
Everence Capital Management
Indiana
$2.21K – – –
CPG
1420
Cornerstone Planning Group
New Jersey
$2.14K – – –
FRA
1421
Front Row Advisors
California
$2.08K +$1.92K +9 New
FRA
1422
Frank Rimerman Advisors
California
$2.07K – – –
HBW
1423
Hazlett, Burt & Watson
West Virginia
$2K – – –
TCM
1424
TD Capital Management
Tennessee
$1.91K +$214 +1 +14%
TIM
1425
Thompson Investment Management
Wisconsin
$1.84K – – –
55 56
57
58 59

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.