TRV icon

Travelers Companies
TRV

Overview Fund Activity

1,274 hedge funds and large institutions have $32.4B invested in Travelers Companies in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 457 increasing their positions, 454 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+22
Holders Change %
+1.76%
% of All Funds
20.09%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
122
Increased
457
Reduced
454
Closed
92
Calls
$125M
Puts
$94.5M
Net Calls
+$30.2M
Net Calls Change
+$23.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$177M
2
Barclays
Barclays
United Kingdom
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$96.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$92.4M
5
BG
Bahl & Gaynor
Ohio
+$52M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$379M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$318M
3
Capital International Investors
Capital International Investors
California
-$317M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$239M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$64.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDIA
1126
RE Dickinson Investment Advisors
Iowa
$56K – – –
ACA
1127
Atlas Capital Advisors
Wyoming
$54.7K +$54.7K +315 New
CAL
1128
Capital Advisors Ltd
Ohio
$54K +$32.9K +189 +156%
CP
1129
Castleview Partners
Texas
$53.8K -$3.3K -19 -6%
NF
1130
Norwood Financial
Pennsylvania
$53.8K – – –
PFSC
1131
Peoples Financial Services Corp
Pennsylvania
$53.7K – – –
BIA
1132
Bell Investment Advisors
California
$53.2K -$5.57K -32 -9%
HFM
1133
Harvest Fund Management
China
$52K +$52K +301 New
TH
1134
TCTC Holdings
Texas
$51.8K -$8.68K -50 -14%
WIM
1135
Westside Investment Management
California
$50.5K -$7.47K -43 -13%
LS
1136
Livforsakringsbolaget Skandia
Sweden
$50.1K – – –
SCM
1137
Silvant Capital Management
Georgia
$48.5K – – –
HFM
1138
Hartford Financial Management
Connecticut
$48.3K – – –
RA
1139
Rational Advisors
New York
$47.8K -$1.91K -11 -4%
Jones Financial Companies
1140
Jones Financial Companies
Missouri
$46.4K -$7.82K -45 -14%
C
1141
Covestor
United Kingdom
$46K +$28.2K +161 +158%
TSWM
1142
Tyler-Stone Wealth Management
Ohio
$46K +$46K +264 New
SF
1143
Safeguard Financial
Wisconsin
$46K +$46K +265 New
BCM
1144
Bourgeon Capital Management
Connecticut
$45.7K +$174 +1 +0.4%
CA
1145
Crewe Advisors
Utah
$45K +$347 +2 +0.8%
FFA
1146
Farther Finance Advisors
California
$44.6K +$1.39K +8 +3%
HCP
1147
Hexagon Capital Partners
Arkansas
$43.8K -$1.04K -6 -2%
GGI
1148
Godsey & Gibb Inc
Virginia
$43.4K +$43.4K +250 New
PSB
1149
Piscataqua Savings Bank
New Hampshire
$41.9K -$3.3K -19 -7%
TSW
1150
Thompson Siegel & Walmsley
Virginia
$41K – – –
44 45
46
47 48