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 %
KIM
601
Kestra Investment Management
Texas
$1.2M +$1.2M +5,140 New
Kovitz Investment Group Partners
602
Kovitz Investment Group Partners
Illinois
$1.2M -$364K -2,586 -23%
GIA
603
Guyasuta Investment Advisors
Pennsylvania
$1.2M – – –
TAM
604
Tocqueville Asset Management
New York
$1.19M -$70.2K -300 -6%
CCM
605
Coldstream Capital Management
Washington
$1.19M +$149K +630 +14%
WA
606
Wealth Alliance
New York
$1.18M +$124K +530 +12%
JIC
607
Johnson Investment Counsel
Ohio
$1.18M +$63.9K +273 +6%
VFA
608
Valeo Financial Advisors
Indiana
$1.18M +$56.4K +241 +5%
TCOT
609
Trust Company of Toledo
Ohio
$1.17M – – –
VA
610
Vident Advisory
Georgia
$1.17M -$3.8M -16,246 -76%
APM
611
Advanced Portfolio Management
New York
$1.17M -$1.01M -4,333 -46%
JWCA
612
J.W. Cole Advisors
Florida
$1.16M +$53.6K +229 +5%
KPWS
613
Kestra Private Wealth Services
Texas
$1.14M +$8.66K +37 +0.8%
MAS
614
Meeder Advisory Services
Ohio
$1.13M +$63.2K +270 +6%
GAM
615
Groupama Asset Management
France
$1.13M -$311K -1,654 -22%
AG
616
Ascent Group
Virginia
$1.12M +$24.1K +103 +2%
BFM
617
Boston Financial Management
Massachusetts
$1.12M – – –
GT
618
Glenview Trust
Kentucky
$1.12M +$1.41K +6 +0.1%
SW
619
SteelPeak Wealth
California
$1.11M -$5.12M -21,857 -82%
BFA
620
Beaumont Financial Advisors
Massachusetts
$1.11M -$234 -1 -0%
PFS
621
Prospera Financial Services
Texas
$1.11M +$421K +1,794 +61%
DTL
622
Dynamic Technology Lab
Singapore
$1.11M +$1.11M +4,723 New
USB
623
Union Savings Bank
Connecticut
$1.11M -$38.2K -163 -3%
NHC
624
Nicholas Hoffman & Company
Georgia
$1.1M -$57.8K -247 -5%
BCV
625
Banque Cantonale Vaudoise
Switzerland
$1.1M -$400K -1,709 -27%
23 24
25
26 27