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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 %
C
1276
Covestor
United Kingdom
$73K +$235 +1 +0.3%
VWM
1277
Venturi Wealth Management
Texas
$72.8K +$468 +2 +0.6%
PFSC
1278
Peoples Financial Services Corp
Pennsylvania
$72.3K – – –
SIS
1279
Strategic Investment Solutions
Illinois
$72.3K +$234 +1 +0.3%
KSB
1280
Kennebec Savings Bank
Maine
$72.1K +$72.1K +308 New
NBT
1281
Northwest Bank & Trust
Iowa
$72.1K – – –
CAL
1282
Capital Advisors Ltd
Ohio
$72K +$701 +3 +1%
BIA
1283
Bell Investment Advisors
California
$71.7K – – –
BSB
1284
Bangor Savings Bank
Maine
$70.3K +$25.3K +108 +56%
OWP
1285
ORG Wealth Partners
Texas
$68.4K +$68.4K +292 New
FP
1286
Financial Perspectives
Minnesota
$67.9K – – –
IBOK
1287
Independence Bank of Kentucky
Kentucky
$67.4K +$9.6K +41 +17%
CT
1288
Coastline Trust
Rhode Island
$66.7K +$66.7K +285 New
RI
1289
Ridgewood Investments
New Jersey
$66.3K -$33.5K -143 -34%
SCM
1290
Silvant Capital Management
Georgia
$65.3K – – –
HFM
1291
Hartford Financial Management
Connecticut
$65.1K – – –
SL
1292
Salomon & Ludwin
Virginia
$64.6K +$11.7K +50 +22%
MSG
1293
Main Street Group
Virginia
$59.5K -$15.2K -65 -20%
FNWA
1294
Financial Network Wealth Advisors
Utah
$59.2K -$234 -1 -0.4%
MMG
1295
Monetary Management Group
Missouri
$58.8K +$234 +1 +0.4%
BGA
1296
Battery Global Advisors
Massachusetts
$58.5K +$58.5K +250 New
WI
1297
Wintrust Investments
Illinois
$58K -$450K -1,925 -89%
AP
1298
Atwood & Palmer
Missouri
$55.7K – – –
PSB
1299
Piscataqua Savings Bank
New Hampshire
$55.5K – – –
M
1300
MOTCO
Texas
$54.1K – – –
50 51
52
53 54