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 %
FFA
801
Farther Finance Advisors
California
$588K +$44.3K +189 +8%
BIA
802
Beacon Investment Advisors
Maryland
$585K – – –
ESB
803
Essex Savings Bank
Connecticut
$583K +$211K +900 +57%
JWM
804
Jeppson Wealth Management
California
$583K – – –
TCA
805
Transcend Capital Advisors
New Jersey
$580K -$3.04K -13 -0.5%
GC
806
Grimes & Company
Massachusetts
$573K -$2.11K -9 -0.4%
AFG
807
Atomi Financial Group
New York
$572K +$116K +495 +25%
VT
808
Vise Technologies
New York
$569K +$127K +541 +29%
ICP
809
Interchange Capital Partners
Pennsylvania
$568K +$7.73K +33 +1%
BOH
810
Bank of Hawaii
Hawaii
$568K -$24.1K -103 -4%
AIM
811
Alhambra Investment Management
Florida
$567K – – –
SIA
812
Schechter Investment Advisors
Michigan
$562K +$41K +175 +8%
NWM
813
Northcape Wealth Management
New York
$562K – – –
SWM
814
Salvus Wealth Management
New Jersey
$553K – – –
HCA
815
Harbour Capital Advisors
Virginia
$553K – – –
TWA
816
TCI Wealth Advisors
Arizona
$550K +$7.02K +30 +1%
PCM
817
Penserra Capital Management
California
$550K -$4.9K -21 -0.9%
WPC
818
Wedmont Private Capital
Pennsylvania
$548K +$72.1K +319 +15%
WAM
819
WFA Asset Management
Wisconsin
$548K +$2.34K +10 +0.4%
CI
820
Cigna Investments
Connecticut
$546K -$12.2K -52 -2%
HWMO
821
Heritage Wealth Management (Ohio)
Ohio
$546K – – –
MSCM
822
McElhenny Sheffield Capital Management
Texas
$541K +$541K +2,310 New
STA
823
Summit Trail Advisors
New York
$540K +$145K +618 +37%
HCM
824
Howland Capital Management
Massachusetts
$538K +$17.6K +75 +3%
LIM
825
Leavell Investment Management
Alabama
$537K – – –
31 32
33
34 35