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 %
NC
651
nVerses Capital
Florida
$983K +$421K +1,800 +75%
ACA
652
Aptus Capital Advisors
Alabama
$980K +$69.8K +298 +8%
IA
653
IFP Advisors
Florida
$980K -$12.4K -53 -1%
VI
654
Vestcor Inc
New Brunswick, Canada
$977K – – –
SYBT
655
Stock Yards Bank & Trust
Kentucky
$973K -$19.4K -83 -2%
VEA
656
Virtus ETF Advisers
New York
$969K +$61.3K +262 +7%
AAM
657
Aureus Asset Management
Massachusetts
$969K -$164K -700 -14%
KCM
658
Kathmere Capital Management
Pennsylvania
$968K +$95.1K +406 +11%
YIH
659
Y-Intercept (HK)
Hong Kong
$962K -$3.65M -15,579 -79%
VRM
660
Vectors Research Management
New York
$959K +$17.7K +75 +2%
DZ Bank
661
DZ Bank
Germany
$956K -$14.2M -60,838 -94%
FWM
662
Forza Wealth Management
Florida
$953K – – –
AHB
663
Abner Herrman & Brock
New Jersey
$947K – – –
CF
664
Copperwynd Financial
Arizona
$943K +$44K +188 +5%
LC
665
Lindbrook Capital
California
$942K -$234 -1 -0%
SCM
666
Sterneck Capital Management
Missouri
$936K – – –
QCG
667
Quadrant Capital Group
Ohio
$934K -$33.9K -145 -4%
SIA
668
Soltis Investment Advisors
Utah
$927K -$15.9K -68 -2%
AAIS
669
ABN AMRO Investment Solutions
$925K +$45.4K +194 +5%
AWM
670
Apollon Wealth Management
South Carolina
$924K +$120K +511 +15%
EAM
671
Empirical Asset Management
Massachusetts
$922K +$201K +3,267 +28%
LAIC
672
Lederer & Associates Investment Counsel
California
$918K – – –
ANTB
673
AMG National Trust Bank
Colorado
$908K -$204K -873 -18%
MFG
674
Merit Financial Group
Georgia
$900K -$210K -897 -19%
MCC
675
Money Concepts Capital
Florida
$900K +$15K +64 +2%
25 26
27
28 29