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Travelers Companies
TRV

1,281 hedge funds and large institutions have $32.5B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 461 increasing their positions, 455 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 92

32% more call options, than puts

Call options by funds: $125M | Put options by funds: $94.5M

2% more funds holding

Funds holding: 1,258 → 1,281 (+23)

1% more repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 455

1% more capital invested

Capital invested by funds: $32.2B → $32.5B (+$249M)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

0.45% less ownership

Funds ownership: 81.93% → 81.48% (-0.45%)

Holders
1,281
Holders Change
+23
Holders Change %
+1.83%
% of All Funds
20.11%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
123
Increased
461
Reduced
455
Closed
92
Calls
$125M
Puts
$94.5M
Net Calls
+$30.2M
Net Calls Change
+$23.6M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$180M
2
PG
Prostatis Group
Maryland
+$121M
3
Barclays
Barclays
United Kingdom
+$111M
4
Morgan Stanley
Morgan Stanley
New York
+$97.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$93.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$385M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$323M
3
Capital International Investors
Capital International Investors
California
-$322M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$243M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$64.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$159M +$111M +626,837 +215%
Amundi
27
Amundi
France
$150M +$3.22M +18,282 +2%
Boston Partners
28
Boston Partners
Massachusetts
$148M -$5.11M -28,950 -3%
Swiss National Bank
29
Swiss National Bank
Switzerland
$145M -$16.9M -95,900 -10%
Goldman Sachs
30
Goldman Sachs
New York
$145M +$15.3M +86,706 +12%
Federated Hermes
31
Federated Hermes
Pennsylvania
$144M +$1.1M +6,261 +0.8%
AQR Capital Management
32
AQR Capital Management
Connecticut
$137M +$6.67M +37,808 +5%
Wells Fargo
33
Wells Fargo
California
$136M +$4.79M +27,170 +4%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$132M -$3.14M -17,795 -2%
CS
35
Credit Suisse
Switzerland
$118M +$3.89M +22,068 +3%
CCM
36
Cullen Capital Management
New York
$116M +$1.47M +8,330 +1%
Deutsche Bank
37
Deutsche Bank
Germany
$115M -$16M -90,932 -12%
US Bancorp
38
US Bancorp
Minnesota
$106M -$2.2M -12,480 -2%
PCH
39
Polar Capital Holdings
United Kingdom
$102M -$4.91M -27,844 -5%
First Trust Advisors
40
First Trust Advisors
Illinois
$97.9M -$3.03M -17,197 -3%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$92.8M +$93.8M +531,860 +21,215%
National Pension Service
42
National Pension Service
South Korea
$92.6M +$18M +102,023 +23%
American Century Companies
43
American Century Companies
Missouri
$91.3M +$23.3M +132,372 +34%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$88M +$9.57M +54,282 +12%
Millennium Management
45
Millennium Management
New York
$86.6M +$29.5M +167,446 +51%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$86.2M +$8.79M +49,810 +11%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$84.9M +$838K +4,754 +1%
RJA
48
Raymond James & Associates
Florida
$82.2M -$1.7M -9,639 -2%
Citadel Advisors
49
Citadel Advisors
Florida
$80.9M +$33.7M +191,163 +70%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$80.1M -$2.36M -13,359 -3%
1
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TRV Hedge Fund Activity: Q2 2023 in Review

1,281 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Travelers Companies (TRV) for Q2 2023, worth a combined $32.5B — up 0.77% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new TRV positions and 92 closed out — a net gain of 31 holders — while 461 added to existing stakes and 455 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $180M. The largest seller was Envestnet Asset Management, cutting an estimated $385M.

  • 1,281 institutional investors held Travelers Companies (TRV) as of Q2 2023, up from 1,258 in Q1 2023.
  • Funds reported $32.5B of Travelers Companies stock for Q2 2023, up 0.77% quarter-over-quarter.
  • 123 funds opened new Travelers Companies positions in Q2 2023 and 92 closed out, a net change of +31 holders.
  • The largest Travelers Companies buyer in Q2 2023 was JP Morgan Chase, an estimated $180M added.
  • The largest Travelers Companies seller in Q2 2023 was Envestnet Asset Management, an estimated $385M sold.

Based on aggregated 13F filings for Q2 2023.