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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 %
NSIM
1326
North Star Investment Management
Illinois
$36.7K +$936 +4 +3%
FAM
1327
Flaharty Asset Management
Florida
$36.5K +$36.5K +156 New
AT
1328
Arlington Trust
Alabama
$35.6K – – –
WIM
1329
Westside Investment Management
California
$35.6K – – –
PFA
1330
Pathway Financial Advisers
Indiana
$35.4K – – –
FIM
1331
FWL Investment Management
Texas
$35.1K – – –
WSCM
1332
Wellington Shields Capital Management
New York
$35.1K – – –
NA
1333
Nordwand Advisors
Pennsylvania
$35.1K – – –
DSC
1334
Duncker Streett & Co
Missouri
$34.9K – – –
TAM
1335
Tucker Asset Management
Colorado
$34.9K -$23.4K -100 -40%
TC
1336
Trust Company
Kansas
$33.7K – – –
GJWM
1337
Gilliland Jeter Wealth Management
Arkansas
$33.5K – – –
ACA
1338
American Capital Advisory
Idaho
$33.2K – – –
BFPW
1339
BOK Financial Private Wealth
Colorado
$32.5K – – –
LWANC
1340
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.3K – – –
FFO
1341
Fortitude Family Office
Arizona
$31.8K +$5.62K +24 +21%
BCMLT
1342
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.2K -$235 -1 -0.7%
WBC
1343
West Branch Capital
Massachusetts
$30.2K +$936 +4 +3%
YDMI
1344
Y.D. More Investments
Israel
$29.7K +$1.41K +6 +5%
PPC
1345
Park Place Capital
Alabama
$27.9K – – –
CMA
1346
Cedar Mountain Advisors
Oregon
$27.2K – – –
GKIM
1347
GW&K Investment Management
Massachusetts
$27K +$2.58K +11 +11%
RAM
1348
Riggs Asset Management
Pennsylvania
$26.9K -$702 -3 -3%
CSWM
1349
Cassady Schiller Wealth Management
Ohio
$26.7K – – –
AWA
1350
Authentikos Wealth Advisory
California
$26.2K +$26.2K +112 New
52 53
54
55 56