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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 %
AWA
1026
Arkadios Wealth Advisors
Georgia
$294K -$3.51K -15 -1%
BIG
1027
Brooklyn Investment Group
New York
$294K +$10.8K +46 +4%
SGC
1028
Slocum, Gordon & Co
Rhode Island
$293K – – –
AMG
1029
Advisors Management Group
Wisconsin
$292K – – –
CSC
1030
Caldwell Sutter Capital
California
$291K -$5.62K -24 -2%
NI
1031
NDVR Inc
Massachusetts
$289K +$39.9K +169 +16%
SPI
1032
Santori & Peters Inc
Pennsylvania
$289K – – –
SWM
1033
Segment Wealth Management
Texas
$289K – – –
SFI
1034
SPC Financial Inc
Maryland
$288K +$468 +2 +0.2%
MAG
1035
Mayfair Advisory Group
Alabama
$288K -$2.6K -11 -0.9%
LCM
1036
Liberty Capital Management
Michigan
$288K – – –
SSWM
1037
Strait & Sound Wealth Management
California
$287K -$36.3K -155 -11%
SRC
1038
Sage Rhino Capital
California
$287K +$702 +3 +0.2%
WA
1039
Wealth Architects
California
$286K +$2.34K +10 +0.8%
EB
1040
Exchange Bank
California
$286K +$286K +1,223 New
CPBTD
1041
Central Pacific Bank - Trust Division
Hawaii
$285K +$13.3K +57 +5%
LTI
1042
Laffer Tengler Investments
Tennessee
$285K – – –
AWM
1043
Avior Wealth Management
Nebraska
$285K -$7.73K -33 -3%
ASG
1044
Ariston Services Group
California
$284K – – –
EARNEST Partners
1045
EARNEST Partners
Georgia
$284K -$10.8K -46 -4%
CFS
1046
CRA Financial Services
New Jersey
$284K -$234 -1 -0.1%
AWM
1047
AE Wealth Management
Kansas
$284K -$183K -782 -39%
AC
1048
Apella Capital
Connecticut
$282K +$2.59K +11 +0.9%
Capstone Investment Advisors
1049
Capstone Investment Advisors
New York
$281K -$468K -2,000 -63%
BIG
1050
Builder Investment Group
Georgia
$281K – – –
40 41
42
43 44