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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 %
ACL
376
Applied Capital LLC
Florida
$2.95M -$1.22K -7 -0%
FB
377
Fulton Bank
Pennsylvania
$2.95M +$330K +1,902 +13%
TCM
378
Teza Capital Management
Illinois
$2.95M +$2.95M +16,993 New
OPCM
379
Osborne Partners Capital Management
California
$2.92M – – –
MMA
380
Miracle Mile Advisors
California
$2.92M -$152K -874 -5%
ATC
381
Argent Trust Co
Tennessee
$2.91M +$541K +3,113 +23%
VCA
382
Verdence Capital Advisors
Maryland
$2.87M -$21K -121 -0.7%
PWP
383
Principle Wealth Partners
Connecticut
$2.86M – – –
HIMCH
384
Hartford Investment Management Co (HIMCO)
Connecticut
$2.85M -$572K -3,292 -17%
Wealthfront Advisers
385
Wealthfront Advisers
California
$2.8M -$548K -3,154 -16%
BPA
386
Beacon Pointe Advisors
California
$2.79M -$192K -1,107 -6%
1SB
387
1ST Source Bank
Indiana
$2.75M -$38.2K -220 -1%
RBC
388
Romano Brothers & Co
Illinois
$2.74M – – –
SG
389
Somerset Group
Minnesota
$2.74M – – –
OC
390
Oppenheimer & Co
New York
$2.71M -$40.3K -232 -1%
LC
391
Lincoln Capital
Nebraska
$2.71M -$347 -2 -0%
LDB
392
Lee, Danner & Bass
Tennessee
$2.71M -$14.9K -86 -0.5%
SFI
393
Siemens Fonds Invest
Germany
$2.65M -$43K -249 -2%
Wellington Management Group
394
Wellington Management Group
Massachusetts
$2.64M -$155K -891 -6%
AAM
395
Advisors Asset Management
Colorado
$2.59M +$1.81M +10,399 +231%
BWA
396
BDO Wealth Advisors
Florida
$2.58M +$38K +219 +1%
EFMC
397
Empire Financial Management Company
New York
$2.58M +$19.1K +110 +0.7%
WCM
398
Wunderlich Capital Managemnt
Tennessee
$2.57M -$19.3K -111 -0.7%
UA
399
Unison Advisors
District of Columbia
$2.57M +$13.5K +78 +0.5%
OAM
400
Ostrum Asset Management
France
$2.57M +$7.82K +45 +0.3%
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