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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$675M |
| 2 |
Barclays
London,
United Kingdom
|
+$198M |
| 3 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
+$81.9M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$79.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$78.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$816M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$258M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$247M |
| 4 |
BlackRock
New York
|
-$212M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$145M |
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.