Travelers Companies
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$365M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$169M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$146M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$144M |
| 5 |
BlackRock
New York
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$343M |
| 2 |
Barclays
London,
United Kingdom
|
-$236M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$116M |
| 4 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
-$88.2M |
| 5 |
Man Group
London,
United Kingdom
|
-$81.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1526
Parallax Volatility Advisers
San Francisco,
California
| – | -$4.83K | -21 | Closed |
|
|
PCM
1527
Palouse Capital Management
Spokane,
Washington
| – | -$3.22K | -14 | Closed |
|
|
EC
1528
EntryPoint Capital
New York
| – | -$2.99K | -13 | Closed |
|
|
MIM
1529
Macroview Investment Management
Bethesda,
Maryland
| – | -$3.08K | -13 | Closed |
|
|
WCM
1530
Westend Capital Management
Sausalito,
California
| – | -$1.61K | -7 | Closed |
|
|
IWP
1531
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$1.38K | -6 | Closed |
|
|
TWP
1532
TFO Wealth Partners
Maumee,
Ohio
| – | -$1.38K | -6 | Closed |
|
|
MAWCM
1533
Mine & Arao Wealth Creation & Management
Campbell,
California
| – | -$1.15K | -5 | Closed |
|
|
FSWA
1534
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$691 | -3 | Closed |
|
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.