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 %
OA
1301
Oak Associates
Ohio
– -$244K -1,403 Closed
NFG
1302
Nations Financial Group
Iowa
– -$235K -1,351 Closed
DWM
1303
Drive Wealth Management
Utah
– -$233K -1,340 Closed
PI
1304
Pettee Investors
Connecticut
– -$230K -1,322 Closed
MG
1305
Mather Group
Illinois
– -$227K -1,308 Closed
CW
1306
CreativeOne Wealth
Kansas
– -$226K -1,299 Closed
HH
1307
Hilltop Holdings
Texas
– -$220K -1,264 Closed
AAMC
1308
Asset Allocation & Management Company
Illinois
– -$215K -1,236 Closed
PA
1309
PFG Advisors
Arizona
– -$214K -1,233 Closed
JCIA
1310
Jackson Creek Investment Advisors
Colorado
– -$213K -1,228 Closed
CMBA
1311
C.M. Bidwell & Associates
Hawaii
– -$213K -1,225 Closed
SFG
1312
Sovereign Financial Group
Connecticut
– -$212K -1,220 Closed
CFS
1313
CRA Financial Services
New Jersey
– -$211K -1,215 Closed
CWM
1314
Cornerstone Wealth Management
Missouri
– -$211K -1,213 Closed
DFG
1315
Delta Financial Group
New Jersey
– -$209K -1,205 Closed
MWM
1316
Meridian Wealth Management
Kentucky
– -$209K -1,202 Closed
AFG
1317
AFS Financial Group
Maryland
– -$208K -1,200 Closed
SM
1318
Salzhauer Michael
– -$208K -1,200 Closed
HA
1319
Herold Advisors
New York
– -$208K -1,200 Closed
CASB
1320
Cape Ann Savings Bank
Massachusetts
– -$208K -1,200 Closed
BIG
1321
Builder Investment Group
Georgia
– -$208K -1,200 Closed
IWA
1322
IVC Wealth Advisors
Pennsylvania
– -$207K -1,190 Closed
CPIA
1323
Cornell Pochily Investment Advisors
New York
– -$206K -1,189 Closed
SRC
1324
Sage Rhino Capital
California
– -$206K -1,186 Closed
BBI
1325
Baxter Bros Inc
Connecticut
– -$203K -1,171 Closed
51 52
53
54 55