Travelers Companies
1,447 hedge funds and large institutions have $43.6B invested in Travelers Companies in 2024 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 453 increasing their positions, 510 reducing their positions, and 72 closing their positions.
186% more first-time investments, than exits
New positions opened: 206 | Existing positions closed: 72
21% more capital invested
Capital invested by funds: $36.1B → $43.6B (+$7.53B)
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
9% more funds holding
Funds holding: 1,329 → 1,447 (+118)
0.1% less ownership
Funds ownership: 82.95% → 82.85% (-0.1%)
11% less repeat investments, than reductions
Existing positions increased: 453 | Existing positions reduced: 510
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 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$258M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$247M |
| 3 |
BlackRock
New York
|
-$212M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$145M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$98M |
TRV Hedge Fund Activity: Q1 2024 in Review
1,447 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q1 2024, worth a combined $43.6B — up 21% from $36.1B a quarter earlier.
Buyers outnumbered sellers: 206 funds opened new TRV positions and 72 closed out — a net gain of 134 holders — while 453 added to existing stakes and 510 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $675M. The largest seller was Nuance Investments, cutting an estimated $258M.
- 1,447 institutional investors held Travelers Companies (TRV) as of Q1 2024, up from 1,329 in Q4 2023.
- Funds reported $43.6B of Travelers Companies stock for Q1 2024, up 21% quarter-over-quarter.
- 206 funds opened new Travelers Companies positions in Q1 2024 and 72 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 Nuance Investments, an estimated $258M sold.
Based on aggregated 13F filings for Q1 2024.