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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
$1.18B
2
Barclays
Barclays
United Kingdom
$159M
3
Morgan Stanley
Morgan Stanley
New York
$643M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$92.8M
5
BG
Bahl & Gaynor
Ohio
$173M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$69M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$834M
3
Capital International Investors
Capital International Investors
California
$64.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.06B
5
Viking Global Investors
Viking Global Investors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMS
1301
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$648K -3,780 Closed
SEC
1302
Seven Eight Capital
New York
– -$630K -3,673 Closed
VV
1303
Verity & Verity
South Carolina
– -$620K -3,615 Closed
IAIM
1304
Industrial Alliance Investment Management
Quebec, Canada
– -$597K -3,485 Closed
LCWP
1305
Legacy Capital Wealth Partners
Arkansas
– -$568K -3,314 Closed
QT
1306
Quantamental Technologies
New York
– -$509K -2,969 Closed
AC
1307
AXQ Capital
New Jersey
– -$480K -2,800 Closed
TNA
1308
True North Advisors
Texas
– -$462K -2,696 Closed
ACM
1309
Acrisure Capital Management
Texas
– -$446K -2,602 Closed
IA
1310
IFG Advisory
Georgia
– -$442K -2,579 Closed
LCGC
1311
Legacy Capital Group California
California
– -$441K -2,573 Closed
JWM
1312
Jeppson Wealth Management
California
– -$427K -2,490 Closed
MM
1313
MQS Management
New York
– -$422K -2,463 Closed
SWM
1314
Salvus Wealth Management
New Jersey
– -$389K -2,269 Closed
ICP
1315
Interchange Capital Partners
Pennsylvania
– -$373K -2,175 Closed
RWP
1316
Ridgecrest Wealth Partners
California
– -$354K -2,065 Closed
DWM
1317
Defined Wealth Management
Oregon
– -$335K -1,954 Closed
SFS
1318
Sowell Financial Services
Arkansas
– -$293K -1,712 Closed
SCP
1319
Sender Company & Partners
New York
– -$293K -1,708 Closed
DWP
1320
Destiny Wealth Partners
Florida
– -$292K -1,705 Closed
AWE
1321
Avidian Wealth Enterprises
Texas
– -$285K -1,664 Closed
M1FG
1322
Mach-1 Financial Group
Arkansas
– -$280K -1,632 Closed
ORAM
1323
One River Asset Management
Connecticut
– -$271K -1,589 Closed
DOA
1324
D'Orazio & Associates
Virginia
– -$266K -1,553 Closed
NC
1325
NinePointTwo Capital
California
– -$261K -1,524 Closed
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