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 %
TIA
976
Tiemann Investment Advisors
California
$342K – – –
Financial Engines Advisors
977
Financial Engines Advisors
California
$342K +$5.62K +24 +2%
EGM
978
Engineers Gate Manager
New York
$341K -$205K -875 -38%
HNB
979
Hilltop National Bank
Wyoming
$340K – – –
DFCM
980
Dark Forest Capital Management
Puerto Rico
$340K +$340K +1,453 New
SSB
981
Sandy Spring Bank
Maryland
$338K -$1.17K -5 -0.3%
FWM
982
Fairhaven Wealth Management
Illinois
$338K – – –
MPM
983
MBB Public Markets
Illinois
$337K -$3.54M -15,113 -91%
OC
984
Oakworth Capital
Alabama
$337K +$7.96K +34 +2%
BCM
985
Brookstone Capital Management
Illinois
$337K +$27.4K +117 +9%
HCM
986
Howard Capital Management
Georgia
$335K +$335K +1,429 New
SQA
987
Simon Quick Advisors
New Jersey
$333K +$13.6K +58 +4%
FFG
988
Fiduciary Financial Group
California
$332K +$11.5K +50 +4%
KIA
989
Knollwood Investment Advisory
Maryland
$331K – – –
CIA
990
Capital Investment Advisors
Georgia
$330K +$18.3K +78 +6%
CWM
991
Calamos Wealth Management
Illinois
$328K +$13.8K +59 +4%
FMTC
992
Farmers & Merchants Trust Company
California
$326K – – –
DP
993
Dearborn Partners
Illinois
$325K – – –
CAG
994
Crestwood Advisors Group
Massachusetts
$324K +$42.1K +180 +15%
HNWA
995
Henrickson Nauta Wealth Advisors
Michigan
$324K +$3.28K +14 +1%
BB
996
Busey Bank
Illinois
$324K -$71.9K -307 -18%
BWM
997
Baron Wealth Management
Michigan
$323K +$89.7K +383 +38%
IRC
998
Investors Research Corp
Georgia
$323K -$68.6K -293 -18%
BBA
999
BLB&B Advisors
Pennsylvania
$322K -$29.3K -125 -8%
WCM
1000
Windsor Capital Management
Arizona
$322K -$26.7K -114 -8%
38 39
40
41 42