TRV icon

Travelers Companies
TRV

Overview Fund Activity

1,451 hedge funds and large institutions have $43.3B invested in Travelers Companies in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 461 increasing their positions, 511 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+57
Holders Change %
+4.09%
% of All Funds
20.99%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
172
Increased
461
Reduced
511
Closed
97
Calls
$172M
Puts
$144M
Net Calls
+$28.9M
Net Calls Change
+$101M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$367M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$138M
3
Morgan Stanley
Morgan Stanley
New York
+$80.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$66.8M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$62.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$412M
2
BlackRock
BlackRock
New York
-$200M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$104M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$102M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$77.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOIM
326
Liberty One Investment Management
Illinois
$4.56M +$230K +983 +5%
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$4.54M +$72.6K +310 +2%
VWM
328
Valley Wealth Managers
New Jersey
$4.52M -$97.4K -416 -2%
BPA
329
Beacon Pointe Advisors
California
$4.5M -$1.05M -4,474 -19%
RCM
330
RNC Capital Management
California
$4.47M – – –
CI
331
CX Institutional
Indiana
$4.45M +$4.12M +17,604 +1,265%
MAM
332
Milestone Asset Management
Pennsylvania
$4.42M +$95.5K +408 +2%
AIM
333
Achmea Investment Management
Netherlands
$4.41M +$566K +2,419 +15%
SBIA
334
Sheaff Brock Investment Advisors
Indiana
$4.33M -$43.1K -184 -1%
AAM
335
Advisors Asset Management
Colorado
$4.31M -$2.28M -9,725 -35%
KIA
336
KCM Investment Advisors
California
$4.28M +$847K +3,620 +25%
GIBU
337
Gulf International Bank (UK)
United Kingdom
$4.28M -$183K -780 -4%
SPIA
338
Steward Partners Investment Advisory
New York
$4.27M -$301K -1,287 -7%
OPS
339
Orion Portfolio Solutions
Nebraska
$4.25M +$1.09M +4,665 +35%
BCI
340
Brinker Capital Investments
Pennsylvania
$4.25M +$1.09M +4,665 +35%
LG
341
Leuthold Group
Minnesota
$4.13M +$4.13M +17,647 New
LDB
342
Lee, Danner & Bass
Tennessee
$4.1M +$6.32K +27 +0.2%
TRSOTSOK
343
Teachers Retirement System of the State of Kentucky
Kentucky
$4.05M -$244K -1,043 -6%
Envestnet Portfolio Solutions
344
Envestnet Portfolio Solutions
Illinois
$4.01M -$779K -3,329 -16%
PA
345
Procyon Advisors
Connecticut
$3.99M +$112K +480 +3%
OAC
346
OMERS Administration Corp
Ontario, Canada
$3.99M – – –
Thrivent Financial for Lutherans
347
Thrivent Financial for Lutherans
Minnesota
$3.98M +$318K +1,360 +9%
PWP
348
Principle Wealth Partners
Connecticut
$3.98M +$234 +1 +0%
GI
349
GLOBALT Investments
Georgia
$3.98M -$8.76M -37,411 -69%
VF
350
Virtu Financial
New York
$3.98M +$811K +3,462 +26%
12 13
14
15 16