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Travelers Companies
TRV

Overview Fund Activity

1,274 hedge funds and large institutions have $32.4B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 457 increasing their positions, 454 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+22
Holders Change %
+1.76%
% of All Funds
20.09%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
122
Increased
457
Reduced
454
Closed
92
Calls
$125M
Puts
$94.5M
Net Calls
+$30.2M
Net Calls Change
+$23.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$177M
2
Barclays
Barclays
United Kingdom
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$96.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$92.4M
5
BG
Bahl & Gaynor
Ohio
+$52M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$379M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$318M
3
Capital International Investors
Capital International Investors
California
-$317M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$239M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$64.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
301
Shell Asset Management
Netherlands
$4.73M -$151K -871 -3%
TI
302
Trexquant Investment
Connecticut
$4.71M -$1.22M -7,017 -21%
CAM
303
Cresset Asset Management
Illinois
$4.65M +$4.16M +23,973 +847%
SC
304
Sawyer & Company
Massachusetts
$4.62M -$84.8K -488 -2%
Jacobs Levy Equity Management
305
Jacobs Levy Equity Management
New Jersey
$4.62M +$4.62M +26,616 New
NAM
306
Nissay Asset Management
Japan
$4.57M -$200K -1,150 -4%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$4.54M -$9.9K -57 -0.2%
CAN
308
Cetera Advisor Networks
California
$4.53M +$163K +939 +4%
BFG
309
Berger Financial Group
Minnesota
$4.51M -$89.4K -515 -2%
NVIM
310
New Vernon Investment Management
Illinois
$4.44M – – –
VWM
311
Valley Wealth Managers
New Jersey
$4.34M -$248K -1,426 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
312
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.33M +$2.91M +16,770 +206%
MFG
313
Monte Financial Group
Connecticut
$4.32M +$112K +644 +3%
CB
314
Commerce Bank
Missouri
$4.31M -$12.5K -72 -0.3%
KIA
315
KCM Investment Advisors
California
$4.27M -$134K -771 -3%
CS
316
Candriam SCA
Luxembourg
$4.22M -$2.37M -13,635 -36%
PAG
317
Private Advisor Group
New Jersey
$4.18M +$32.2K +186 +0.8%
HPC
318
HM Payson & Co
Maine
$4.12M -$143K -823 -3%
BA
319
Bristlecone Advisors
Washington
$4.08M -$89.3K -514 -2%
EI
320
Ethic Inc
New York
$4.06M +$4.06M +23,388 New
GIBU
321
Gulf International Bank (UK)
United Kingdom
$4.05M -$1.3M -7,497 -24%
VPIM
322
Vanguard Personalized Indexing Management
California
$4.05M +$210K +1,207 +5%
PAMG
323
Patton Albertson Miller Group
Tennessee
$4.03M -$8.86K -51 -0.2%
FM
324
Foster & Motley
Ohio
$4.02M +$695 +4 +0%
QC
325
Quadrature Capital
United Kingdom
$4M +$4M +23,066 New
11 12
13
14 15