TRV icon

Travelers Companies
TRV

Overview Fund Activity

1,247 hedge funds and large institutions have $30.4B invested in Travelers Companies in 2023 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 442 increasing their positions, 478 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
-27
Holders Change %
-2.12%
% of All Funds
19.88%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
102
Increased
442
Reduced
478
Closed
110
Calls
$108M
Puts
$127M
Net Calls
-$19M
Net Calls Change
-$49.2M

Top Buyers

1
Millennium Management
Millennium Management
New York
$197M
2
ClearBridge Investments
ClearBridge Investments
New York
$747M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$143M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$83.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$98.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.24B
2
PG
Prostatis Group
Maryland
$629K
3
State Street
State Street
Massachusetts
$2.51B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$706M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
1226
PFS Partners
New Jersey
$1.63K – – –
CPG
1227
Cornerstone Planning Group
New Jersey
$1.63K -$1.31K -8 -44%
ECM
1228
Everence Capital Management
Indiana
$1.63K +$449 +2,750 +38%
FRA
1229
Front Row Advisors
California
$1.47K +$490 +3 +50%
TIM
1230
Thompson Investment Management
Wisconsin
$1.31K +$1.31K +8 New
TCM
1231
TD Capital Management
Tennessee
$1.19K – – –
TFM
1232
TFC Financial Management
Massachusetts
$1.14K – – –
AIC
1233
Archer Investment Corporation
Indiana
$1.14K – – –
PCTC
1234
Perkins Coie Trust Company
Washington
$1.14K +$1.14K +7 New
DWA
1235
Delos Wealth Advisors
Texas
$1.13K – – –
TCM
1236
Tanaka Capital Management
New York
$1K – – –
CA
1237
Centerpoint Advisors
Massachusetts
$1K – – –
HWA
1238
HHM Wealth Advisors
Tennessee
$654 +$654 +4 New
SPWM
1239
Spartan Planning & Wealth Management
North Carolina
$653 +$653 +4 New
CAS
1240
Coppell Advisory Solutions
Texas
$562 -$375 -2 -40%
CCA
1241
Column Capital Advisors
Indiana
$490 -$1.47K -9 -75%
FSWA
1242
Financial Synergies Wealth Advisors
Texas
$490 – – –
GA
1243
GoalVest Advisory
New York
$490 +$490 +3 New
CWC
1244
Carolinas Wealth Consulting
North Carolina
$335 – – –
HWP
1245
Highline Wealth Partners
California
$327 – – –
OIA
1246
Optimum Investment Advisors
Illinois
$163 +$163 +1 New
HGERS
1247
Householder Group Estate & Retirement Specialist
Arizona
$163 +$163 +1 New
Capital International Investors
1248
Capital International Investors
California
– -$64.7M -372,347 Closed
EWA
1249
EP Wealth Advisors
California
– -$573K -298,048 Closed
JCM
1250
Junto Capital Management
New York
– -$34.5M -198,462 Closed
48 49
50
51 52