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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
GWMIA
1501
Global Wealth Management Investment Advisory
Florida
– -$22.9K -120 Closed
LF
1502
Lee Financial
Texas
– -$19.6K -103 Closed
Loomis, Sayles & Company
1503
Loomis, Sayles & Company
Massachusetts
– -$12K -63 Closed
MSWM
1504
McGlone Suttner Wealth Management
Wisconsin
– -$6.48K -34 Closed
ORAM
1505
One River Asset Management
Connecticut
– -$6.29K -33 Closed
LIWM
1506
Long Island Wealth Management
New York
– -$6K -31 Closed
LFA
1507
Livelsberger Financial Advisory
Ohio
– -$4.95K -26 Closed
PS
1508
Planned Solutions
California
– -$3.81K -20 Closed
WTG
1509
West Tower Group
Virginia
– -$3.81K -20 Closed
AWM
1510
Able Wealth Management
New Jersey
– -$2.27K -12 Closed
VNIM
1511
Vaughan Nelson Investment Management
Texas
– -$2K -12 Closed
CI
1512
Cordant Inc
Oregon
– -$1.33K -7 Closed
DWA
1513
Delos Wealth Advisors
Texas
– -$1.33K -7 Closed
AIMA
1514
Ables Iannone Moore & Associates
Georgia
– -$762 -4 Closed
CMP
1515
Coston McIsaac & Partners
Maine
– -$214 -1 -33%
SSG
1516
Summit Securities Group
New York
– +$427 +2 New
57 58 59 60
61

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.